CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-153
| Closed | -$5K | – | 2969 |
|
|
2022
Q2 | $5K | Sell |
153
-16
| -9% | -$523 | ﹤0.01% | 4088 |
|
|
2022
Q1 | $6K | Sell |
169
-342
| -67% | -$12.1K | ﹤0.01% | 4066 |
|
|
2021
Q4 | $21K | Buy |
511
+350
| +217% | +$14.4K | ﹤0.01% | 3252 |
|
|
2021
Q3 | $8K | Sell |
161
-7
| -4% | -$348 | ﹤0.01% | 3733 |
|
|
2021
Q2 | $12K | Hold |
168
| – | – | ﹤0.01% | 3440 |
|
|
2021
Q1 | $15K | Buy |
168
+18
| +12% | +$1.61K | ﹤0.01% | 3191 |
|
|
2020
Q4 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 2617 |
|