VWA
V Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,714
| Closed | -$2.23M | – | 286 |
|
|
2023
Q2 | $2.23M | Sell |
5,714
-94
| -2% | -$36.7K | 0.37% | 53 |
|
|
2023
Q1 | $1.95M | Sell |
5,808
-291
| -5% | -$97.8K | 0.37% | 58 |
|
|
2022
Q4 | $1.77M | Sell |
6,099
-52
| -0.8% | -$15.1K | 0.37% | 59 |
|
|
2022
Q3 | $1.49M | Sell |
6,151
-2
| -0% | -$484 | 0.3% | 75 |
|
|
2022
Q2 | $1.51M | Buy |
6,153
+56
| +0.9% | +$13.8K | 0.29% | 82 |
|
|
2022
Q1 | $1.73M | Buy |
6,097
+139
| +2% | +$39.4K | 0.28% | 82 |
|
|
2021
Q4 | $1.9M | Buy |
5,958
+261
| +5% | +$83K | 0.28% | 79 |
|
|
2021
Q3 | $1.59M | Buy |
5,697
+318
| +6% | +$88.9K | 0.25% | 93 |
|
|
2021
Q2 | $1.65M | Buy |
5,379
+70
| +1% | +$21.4K | 0.26% | 91 |
|
|
2021
Q1 | $1.68M | Buy |
5,309
+589
| +12% | +$186K | 0.31% | 73 |
|
|
2020
Q4 | $1.29M | Buy |
+4,720
| New | +$1.29M | 0.27% | 99 |
|