Lucus Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $221K | Buy |
+3,156
| New | +$221K | 0.38% | 92 |
|
|
2016
Q1 | – | Sell |
-7,793
| Closed | -$409K | – | 312 |
|
|
2015
Q4 | $409K | Buy |
7,793
+352
| +5% | +$18.5K | 0.25% | 154 |
|
|
2015
Q3 | $430K | Buy |
7,441
+139
| +2% | +$8.03K | 0.24% | 197 |
|
|
2015
Q2 | $506K | Sell |
7,302
-413
| -5% | -$28.6K | 0.24% | 110 |
|
|
2015
Q1 | $565K | Buy |
7,715
+1,428
| +23% | +$105K | 0.29% | 34 |
|
|
2014
Q4 | $460K | Buy |
+6,287
| New | +$460K | 0.21% | 195 |
|