Whitnell & Co’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-125
| Closed | -$14K | – | 385 |
|
|
2016
Q1 | $14K | Sell |
125
-545
| -81% | -$61K | 0.01% | 220 |
|
|
2015
Q4 | $65K | Hold |
670
| – | – | 0.02% | 178 |
|
|
2015
Q3 | $65K | Hold |
670
| – | – | 0.03% | 173 |
|
|
2015
Q2 | $78K | Buy |
670
+420
| +168% | +$48.9K | 0.03% | 167 |
|
|
2015
Q1 | $30K | Hold |
250
| – | – | 0.01% | 197 |
|
|
2014
Q4 | $32K | Buy |
+250
| New | +$32K | 0.01% | 208 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$24K | – | 286 |
|
|
2014
Q1 | $24K | Hold |
200
| – | – | 0.01% | 210 |
|
|
2013
Q4 | $26K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2013
Q3 | $22K | Hold |
200
| – | – | 0.01% | 208 |
|
|
2013
Q2 | $19K | Buy |
+200
| New | +$19K | 0.01% | 232 |
|