WFG Advisors’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $86K | Buy |
538
+21
| +4% | +$3.36K | 0.02% | 562 |
|
|
2017
Q1 | $83K | Hold |
517
| – | – | 0.02% | 539 |
|
|
2016
Q4 | $72K | Sell |
517
-76
| -13% | -$10.6K | 0.02% | 625 |
|
|
2016
Q3 | $74K | Hold |
593
| – | – | 0.02% | 609 |
|
|
2016
Q2 | $64K | Buy |
593
+1
| +0.2% | +$108 | 0.02% | 625 |
|
|
2016
Q1 | $66K | Buy |
592
+57
| +11% | +$6.36K | 0.02% | 590 |
|
|
2015
Q4 | $52K | Buy |
535
+1
| +0.2% | +$97 | 0.02% | 649 |
|
|
2015
Q3 | $52K | Sell |
534
-18
| -3% | -$1.75K | 0.02% | 629 |
|
|
2015
Q2 | $64K | Hold |
552
| – | – | 0.02% | 654 |
|
|
2015
Q1 | $66K | Sell |
552
-30
| -5% | -$3.59K | 0.02% | 656 |
|
|
2014
Q4 | $75K | Sell |
582
-242
| -29% | -$31.2K | 0.02% | 733 |
|
|
2014
Q3 | $94K | Sell |
824
-19
| -2% | -$2.17K | 0.02% | 690 |
|
|
2014
Q2 | $106K | Sell |
843
-25
| -3% | -$3.14K | 0.02% | 640 |
|
|
2014
Q1 | $104K | Hold |
868
| – | – | 0.02% | 627 |
|
|
2013
Q4 | $112K | Hold |
868
| – | – | 0.02% | 701 |
|
|
2013
Q3 | $94K | Buy |
868
+1
| +0.1% | +$108 | 0.01% | 717 |
|
|
2013
Q2 | $83K | Buy |
+867
| New | +$83K | 0.01% | 726 |
|