Western Pacific Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-237
| Closed | -$92.3K | – | 270 |
|
|
2023
Q3 | $92.3K | Buy |
237
+25
| +12% | +$9.74K | 0.08% | 84 |
|
|
2023
Q2 | $82.7K | Hold |
212
| – | – | 0.06% | 96 |
|
|
2023
Q1 | $71.3K | Sell |
212
-228
| -52% | -$76.6K | 0.05% | 106 |
|
|
2022
Q4 | $128K | Buy |
440
+293
| +199% | +$85.3K | 0.11% | 60 |
|
|
2022
Q3 | $35K | Buy |
+147
| New | +$35K | 0.03% | 129 |
|