TrueWealth LLC’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $27K | Hold |
150
| – | – | 0.01% | 347 |
|
|
2020
Q1 | $19K | Hold |
150
| – | – | 0.01% | 370 |
|
|
2019
Q4 | $31K | Hold |
150
| – | – | 0.01% | 324 |
|
|
2019
Q3 | $27K | Hold |
150
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $26K | Hold |
150
| – | – | 0.01% | 341 |
|
|
2019
Q1 | $26K | Hold |
150
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $22K | Sell |
150
-81
| -35% | -$11.9K | 0.01% | 349 |
|
|
2018
Q3 | $42K | Hold |
231
| – | – | 0.02% | 289 |
|
|
2018
Q2 | $36K | Hold |
231
| – | – | 0.02% | 305 |
|
|
2018
Q1 | $40K | Hold |
231
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $46K | Buy |
+231
| New | +$46K | 0.02% | 294 |
|