Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Buy |
988
+66
| +7% | +$2.63K | ﹤0.01% | 1359 |
|
|
2025
Q1 | $38.3K | Hold |
922
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q4 | $47K | Hold |
922
| – | – | ﹤0.01% | 1172 |
|
|
2024
Q3 | $58.8K | Hold |
922
| – | – | ﹤0.01% | 1167 |
|
|
2024
Q2 | $64.3K | Hold |
922
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q1 | $68K | Hold |
922
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $57.3K | Sell |
922
-922
| -50% | -$57.3K | ﹤0.01% | 703 |
|
|
2023
Q3 | $82.2K | Buy |
1,844
+922
| +100% | +$41.1K | ﹤0.01% | 783 |
|
|
2023
Q2 | $51.5K | Hold |
922
| – | – | ﹤0.01% | 726 |
|
|
2023
Q1 | $46K | Buy |
922
+722
| +361% | +$36K | ﹤0.01% | 679 |
|
|
2022
Q4 | $5.06K | Hold |
200
| – | – | ﹤0.01% | 985 |
|
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 997 |
|
|
2022
Q2 | $6K | Sell |
200
-160
| -44% | -$4.8K | ﹤0.01% | 981 |
|
|
2022
Q1 | $12K | Buy |
360
+160
| +80% | +$5.33K | ﹤0.01% | 961 |
|
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 944 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 940 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 744 |
|
|
2021
Q1 | $17K | Sell |
200
-130
| -39% | -$11.1K | ﹤0.01% | 705 |
|
|
2020
Q4 | $20K | Hold |
330
| – | – | ﹤0.01% | 633 |
|
|
2020
Q3 | $12K | Sell |
330
-70
| -18% | -$2.55K | ﹤0.01% | 644 |
|
|
2020
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 551 |
|
|
2020
Q1 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 525 |
|