WR Wealth Planners’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.1K | Buy |
41
+6
| +17% | +$3.82K | 0.01% | 420 |
|
|
2024
Q3 | $22.1K | Buy |
35
+6
| +21% | +$3.79K | 0.01% | 464 |
|
|
2024
Q2 | $14.7K | Buy |
29
+4
| +16% | +$2.02K | ﹤0.01% | 508 |
|
|
2024
Q1 | $13.9K | Buy |
+25
| New | +$13.9K | ﹤0.01% | 525 |
|
|
2023
Q4 | – | Sell |
-28
| Closed | -$10.9K | – | 663 |
|
|
2023
Q3 | $10.9K | Hold |
28
| – | – | ﹤0.01% | 540 |
|
|
2023
Q2 | $10.9K | Sell |
28
-5
| -15% | -$1.95K | ﹤0.01% | 534 |
|
|
2023
Q1 | $11.1K | Buy |
+33
| New | +$11.1K | ﹤0.01% | 524 |
|