Morningstar Investment Services’s Joy Global Inc JOY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,679
| Closed | -$188K | – | 240 |
|
|
2016
Q1 | $188K | Sell |
11,679
-182,088
| -94% | -$2.93M | 0.01% | 210 |
|
|
2015
Q4 | $2.44M | Sell |
193,767
-104,338
| -35% | -$1.32M | 0.1% | 132 |
|
|
2015
Q3 | $4.45M | Buy |
298,105
+11,718
| +4% | +$175K | 0.19% | 110 |
|
|
2015
Q2 | $10.4M | Buy |
286,387
+128,096
| +81% | +$4.64M | 0.44% | 70 |
|
|
2015
Q1 | $6.2M | Buy |
158,291
+134,298
| +560% | +$5.26M | 0.27% | 89 |
|
|
2014
Q4 | $1.12M | Buy |
23,993
+11,165
| +87% | +$519K | 0.05% | 148 |
|
|
2014
Q3 | $700K | Sell |
12,828
-633
| -5% | -$34.5K | 0.04% | 164 |
|
|
2014
Q2 | $829K | Sell |
13,461
-447
| -3% | -$27.5K | 0.05% | 146 |
|
|
2014
Q1 | $807K | Buy |
13,908
+1,036
| +8% | +$60.1K | 0.06% | 142 |
|
|
2013
Q4 | $753K | Buy |
12,872
+3,098
| +32% | +$181K | 0.06% | 157 |
|
|
2013
Q3 | $508K | Buy |
+9,774
| New | +$508K | 0.04% | 163 |
|