Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,876
| Closed | -$545K | – | 112 |
|
|
2015
Q2 | $545K | Hold |
7,876
| – | – | 0.36% | 14 |
|
|
2015
Q1 | $577K | Hold |
7,876
| – | – | 0.23% | 12 |
|
|
2014
Q4 | $576K | Buy |
7,876
+1,660
| +27% | +$121K | 0.17% | 11 |
|
|
2014
Q3 | $445K | Buy |
6,216
+1,247
| +25% | +$89.3K | 0.14% | 11 |
|
|
2014
Q2 | $439K | Buy |
4,969
+2,073
| +72% | +$183K | 0.11% | 14 |
|
|
2014
Q1 | $282K | Buy |
2,896
+214
| +8% | +$20.8K | 0.04% | 22 |
|
|
2013
Q4 | $222K | Buy |
+2,682
| New | +$222K | 0.06% | 38 |
|