Geneos Wealth Management’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 |
-362
| Closed | -$11K | – | 2273 |
|
|
2022
Q2 | $11K | Hold |
362
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q1 | $12K | Buy |
+362
| New | +$12K | ﹤0.01% | 2005 |
|
|
2021
Q4 | – | Sell |
-1,108
| Closed | -$56K | – | 2816 |
|
|
2021
Q3 | $56K | Hold |
1,108
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q2 | $79K | Hold |
1,108
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q1 | $89K | Hold |
1,108
| – | – | ﹤0.01% | 1353 |
|
|
2020
Q4 | $96K | Buy |
+1,108
| New | +$96K | ﹤0.01% | 1164 |
|