West Coast Financial’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 |
-71,880
| Closed | -$4.48M | – | 113 |
|
|
2019
Q1 | $4.48M | Buy |
71,880
+5,008
| +7% | +$312K | 1.06% | 35 |
|
|
2018
Q4 | $4.14M | Sell |
66,872
-1,910
| -3% | -$118K | 1.18% | 29 |
|
|
2018
Q3 | $4.23M | Buy |
68,782
+4,176
| +6% | +$257K | 0.98% | 37 |
|
|
2018
Q2 | $4.15M | Sell |
64,606
-2,646
| -4% | -$170K | 1.15% | 31 |
|
|
2018
Q1 | $4.7M | Sell |
67,252
-429
| -0.6% | -$30K | 1.34% | 29 |
|
|
2017
Q4 | $5.76M | Sell |
67,681
-171
| -0.3% | -$14.6K | 1.62% | 25 |
|
|
2017
Q3 | $5.19M | Buy |
67,852
+763
| +1% | +$58.3K | 1.41% | 27 |
|
|
2017
Q2 | $4.71M | Buy |
67,089
+1,946
| +3% | +$137K | 1.51% | 24 |
|
|
2017
Q1 | $3.67M | Sell |
65,143
-1,764
| -3% | -$99.5K | 1.17% | 33 |
|
|
2016
Q4 | $4.27M | Buy |
66,907
+4,986
| +8% | +$318K | 1.36% | 25 |
|
|
2016
Q3 | $3.72M | Sell |
61,921
-2,006
| -3% | -$121K | 1.2% | 29 |
|
|
2016
Q2 | $3.8M | Buy |
63,927
+1,876
| +3% | +$112K | 1.37% | 32 |
|
|
2016
Q1 | $4.13M | Buy |
62,051
+3,255
| +6% | +$217K | 1.7% | 27 |
|
|
2015
Q4 | $3.08M | Sell |
58,796
-742
| -1% | -$38.9K | 1.29% | 30 |
|
|
2015
Q3 | $3.44M | Buy |
59,538
+2,235
| +4% | +$129K | 1.54% | 26 |
|
|
2015
Q2 | $3.97M | Buy |
57,303
+4,008
| +8% | +$278K | 1.74% | 23 |
|
|
2015
Q1 | $3.91M | Buy |
53,295
+27,258
| +105% | +$2M | 1.81% | 22 |
|
|
2014
Q4 | $1.91M | Buy |
26,037
+2,296
| +10% | +$168K | 0.99% | 45 |
|
|
2014
Q3 | $1.7M | Buy |
+23,741
| New | +$1.7M | 0.96% | 44 |
|