USCA RIA’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,930
| Closed | -$3.06M | – | 482 |
|
|
2019
Q3 | $3.06M | Buy |
16,930
+92
| +0.5% | +$16.6K | 0.3% | 99 |
|
|
2019
Q2 | $2.86M | Buy |
16,838
+385
| +2% | +$65.5K | 0.29% | 105 |
|
|
2019
Q1 | $2.82M | Buy |
+16,453
| New | +$2.82M | 0.31% | 110 |
|
|
2015
Q4 | – | Sell |
-10,036
| Closed | -$977K | – | 377 |
|
|
2015
Q3 | $977K | Buy |
10,036
+1,139
| +13% | +$111K | 0.25% | 122 |
|
|
2015
Q2 | $1.04M | Buy |
8,897
+130
| +1% | +$15.1K | 0.27% | 113 |
|
|
2015
Q1 | $1.04M | Buy |
8,767
+240
| +3% | +$28.5K | 0.28% | 107 |
|
|
2014
Q4 | $1.1M | Buy |
+8,527
| New | +$1.1M | 0.3% | 90 |
|