Karpas Strategies’s NACCO Industries NC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,240	Closed	-$259K	–	120
2020 Q1	$259K	Hold	9,240	–	–	0.14%	92
2019 Q4	$433K	Hold	9,240	–	–	0.16%	84
2019 Q3	$591K	Hold	9,240	–	–	0.24%	70
2019 Q2	$480K	Sell	9,240 -200	-2%	-$10.4K	0.2%	76
2019 Q1	$361K	Hold	9,440	–	–	0.15%	91
2018 Q4	$320K	Hold	9,440	–	–	0.15%	88
2018 Q3	$309K	Hold	9,440	–	–	0.13%	99
2018 Q2	$319K	Sell	9,440 -300	-3%	-$10.1K	0.14%	96
2018 Q1	$320K	Sell	9,740 -100	-1%	-$3.29K	0.14%	94
2017 Q4	$370K	Sell	9,840 -33,230	-77%	-$1.25M	0.16%	87
2017 Q3	$844K	Hold	43,070	–	–	0.37%	54
2017 Q2	$697K	Hold	43,070	–	–	0.31%	57
2017 Q1	$687K	Hold	43,070	–	–	0.31%	59
2016 Q4	$891K	Hold	43,070	–	–	0.42%	54
2016 Q3	$669K	Hold	43,070	–	–	0.33%	59
2016 Q2	$551K	Hold	43,070	–	–	0.27%	68
2016 Q1	$565K	Hold	43,070	–	–	0.29%	67
2015 Q4	$415K	Hold	43,070	–	–	0.22%	76
2015 Q3	$468K	Hold	43,070	–	–	0.26%	72
2015 Q2	$598K	Hold	43,070	–	–	0.3%	62
2015 Q1	$521K	Hold	43,070	–	–	0.25%	74
2014 Q4	$584K	Hold	43,070	–	–	0.28%	66
2014 Q3	$489K	Hold	43,070	–	–	0.24%	75
2014 Q2	$498K	Buy	+43,070	New	+$498K	0.25%	75