Barnett & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,720
| Closed | -$365K | – | 365 |
|
|
2016
Q4 | $365K | Sell |
5,720
-775
| -12% | -$49.5K | 0.19% | 107 |
|
|
2016
Q3 | $391K | Sell |
6,495
-425
| -6% | -$25.6K | 0.21% | 99 |
|
|
2016
Q2 | $412K | Sell |
6,920
-300
| -4% | -$17.9K | 0.23% | 95 |
|
|
2016
Q1 | $481K | Sell |
7,220
-1,100
| -13% | -$73.3K | 0.25% | 86 |
|
|
2015
Q4 | $436K | Sell |
8,320
-13,850
| -62% | -$726K | 0.23% | 95 |
|
|
2015
Q3 | $1.28M | Sell |
22,170
-2,600
| -10% | -$150K | 0.62% | 52 |
|
|
2015
Q2 | $1.72M | Buy |
24,770
+5,920
| +31% | +$410K | 0.71% | 52 |
|
|
2015
Q1 | $1.38M | Sell |
18,850
-1,300
| -6% | -$95.3K | 0.54% | 63 |
|
|
2014
Q4 | $1.48M | Sell |
20,150
-2,650
| -12% | -$194K | 0.57% | 59 |
|
|
2014
Q3 | $1.63M | Buy |
22,800
+10,200
| +81% | +$731K | 0.65% | 54 |
|
|
2014
Q2 | $1.12M | Buy |
+12,600
| New | +$1.12M | 0.47% | 74 |
|