Wealth Effects’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-361
| Closed | -$201K | – | 219 |
|
2024
Q1 | $201K | Buy |
+361
| New | +$201K | 0.07% | 197 |
|
2022
Q3 | – | Sell |
-836
| Closed | -$206K | – | 195 |
|
2022
Q2 | $206K | Sell |
836
-81
| -9% | -$20K | 0.12% | 162 |
|
2022
Q1 | $260K | Sell |
917
-1
| -0.1% | -$284 | 0.12% | 155 |
|
2021
Q4 | $292K | Buy |
+918
| New | +$292K | 0.12% | 152 |
|