TRUE Private Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-177
| Closed | -$48K | – | 568 |
|
|
2020
Q4 | $48K | Hold |
177
| – | – | 0.01% | 355 |
|
|
2020
Q3 | $35K | Hold |
177
| – | – | 0.01% | 366 |
|
|
2020
Q2 | $32K | Hold |
177
| – | – | 0.01% | 365 |
|
|
2020
Q1 | $22K | Sell |
177
-380
| -68% | -$47.2K | ﹤0.01% | 371 |
|
|
2019
Q4 | $114K | Buy |
+557
| New | +$114K | 0.02% | 273 |
|
|
2019
Q3 | – | Sell |
-205
| Closed | -$34K | – | 580 |
|
|
2019
Q2 | $34K | Buy |
+205
| New | +$34K | 0.01% | 388 |
|
|
2019
Q1 | – | Sell |
-7,029
| Closed | -$1.05M | – | 237 |
|
|
2018
Q4 | $1.05M | Buy |
7,029
+6,587
| +1,490% | +$982K | 0.18% | 86 |
|
|
2018
Q3 | $81.3K | Buy |
+442
| New | +$81.3K | 0.01% | 396 |
|