Concord Wealth Partners’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 | $2.39K | Hold |
60
| – | – | ﹤0.01% | 706 |
|
|
2025
Q1 | $2.49K | Hold |
60
| – | – | ﹤0.01% | 662 |
|
|
2024
Q4 | $3.06K | Hold |
60
| – | – | ﹤0.01% | 664 |
|
|
2024
Q3 | $3.83K | Hold |
60
| – | – | ﹤0.01% | 672 |
|
|
2024
Q2 | $4.18K | Hold |
60
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $3.85K | Hold |
60
| – | – | ﹤0.01% | 688 |
|
|
2023
Q4 | $3.73K | Hold |
60
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $2.68K | Hold |
60
| – | – | ﹤0.01% | 826 |
|
|
2023
Q2 | $3.35K | Hold |
60
| – | – | ﹤0.01% | 789 |
|
|
2023
Q1 | $2.99K | Hold |
60
| – | – | ﹤0.01% | 756 |
|
|
2022
Q4 | $1.52K | Buy |
+60
| New | +$1.52K | ﹤0.01% | 998 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$2K | – | 589 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q4 | $2K | Sell |
60
-66
| -52% | -$2.2K | ﹤0.01% | 1129 |
|
|
2021
Q3 | $6K | Sell |
126
-104
| -45% | -$4.95K | ﹤0.01% | 551 |
|
|
2021
Q2 | $17K | Buy |
230
+154
| +203% | +$11.4K | ﹤0.01% | 535 |
|
|
2021
Q1 | $7K | Buy |
76
+16
| +27% | +$1.47K | ﹤0.01% | 627 |
|
|
2020
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 438 |
|