Bailard’s Hyster-Yale Materials Handling HY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,100
| Closed | -$260K | – | 781 |
|
|
2024
Q4 | $260K | Buy |
5,100
+700
| +16% | +$35.7K | 0.01% | 619 |
|
|
2024
Q3 | $281K | Hold |
4,400
| – | – | 0.01% | 605 |
|
|
2024
Q2 | $307K | Hold |
4,400
| – | – | 0.01% | 542 |
|
|
2024
Q1 | $282K | Buy |
+4,400
| New | +$282K | 0.01% | 574 |
|
|
2023
Q4 | – | Sell |
-5,100
| Closed | -$227K | – | 761 |
|
|
2023
Q3 | $227K | Buy |
+5,100
| New | +$227K | 0.01% | 623 |
|