WWM
Willingdon Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $44K | Hold |
336
| – | – | 0.01% | 147 |
|
|
2019
Q4 | $69K | Sell |
336
-12
| -3% | -$2.46K | 0.01% | 158 |
|
|
2019
Q3 | $63K | Buy |
348
+12
| +4% | +$2.17K | 0.01% | 162 |
|
|
2019
Q2 | $57K | Hold |
336
| – | – | 0.01% | 162 |
|
|
2019
Q1 | $58K | Sell |
336
-127
| -27% | -$21.9K | 0.01% | 168 |
|
|
2018
Q4 | $69K | Sell |
463
-67
| -13% | -$9.99K | 0.02% | 165 |
|
|
2018
Q3 | $97K | Buy |
530
+34
| +7% | +$6.22K | 0.03% | 161 |
|
|
2018
Q2 | $77K | Hold |
496
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $85K | Sell |
496
-18
| -4% | -$3.09K | 0.03% | 142 |
|
|
2017
Q4 | $103K | Buy |
514
+29
| +6% | +$5.81K | 0.03% | 128 |
|
|
2017
Q3 | $85K | Buy |
+485
| New | +$85K | 0.03% | 131 |
|