Creative Planning’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 |
-1,000
| Closed | -$64K | – | 4576 |
|
|
2016
Q4 | $64K | Buy |
+1,000
| New | +$64K | ﹤0.01% | 2174 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$12K | – | 4435 |
|
|
2016
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 3085 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$12K | – | 4331 |
|
|
2015
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 3047 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$7K | – | 1857 |
|
|
2015
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 3336 |
|
|
2014
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 3248 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$18K | – | 3919 |
|
|
2014
Q2 | $18K | Hold |
200
| – | – | ﹤0.01% | 2511 |
|
|
2014
Q1 | $20K | Hold |
200
| – | – | ﹤0.01% | 2345 |
|
|
2013
Q4 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 2215 |
|