Independent Order of Foresters’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-455
| Closed | -$28K | – | 25 |
|
|
2019
Q1 | $28K | Sell |
455
-1,460
| -76% | -$89.8K | 0.03% | 24 |
|
|
2018
Q4 | $119K | Sell |
1,915
-10
| -0.5% | -$621 | 0.13% | 21 |
|
|
2018
Q3 | $118K | Hold |
1,925
| – | – | 0.11% | 23 |
|
|
2018
Q2 | $124K | Hold |
1,925
| – | – | 0.18% | 21 |
|
|
2018
Q1 | $135K | Sell |
1,925
-20
| -1% | -$1.4K | 0.12% | 91 |
|
|
2017
Q4 | $166K | Sell |
1,945
-830
| -30% | -$70.8K | 0.15% | 86 |
|
|
2017
Q3 | $212K | Hold |
2,775
| – | – | 0.18% | 85 |
|
|
2017
Q2 | $195K | Sell |
2,775
-300
| -10% | -$21.1K | 0.16% | 86 |
|
|
2017
Q1 | $173K | Hold |
3,075
| – | – | 0.15% | 91 |
|
|
2016
Q4 | $196K | Hold |
3,075
| – | – | 0.17% | 86 |
|
|
2016
Q3 | $185K | Buy |
3,075
+700
| +29% | +$42.1K | 0.15% | 87 |
|
|
2016
Q2 | $141K | Hold |
2,375
| – | – | 0.1% | 95 |
|
|
2016
Q1 | $158K | Hold |
2,375
| – | – | 0.12% | 91 |
|
|
2015
Q4 | $125K | Hold |
2,375
| – | – | 0.1% | 94 |
|
|
2015
Q3 | $137K | Buy |
2,375
+400
| +20% | +$23.1K | 0.12% | 95 |
|
|
2015
Q2 | $137K | Buy |
+1,975
| New | +$137K | 0.13% | 92 |
|