Whittier Trust’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-150
| Closed | -$9.33K | – | 1532 |
|
2023
Q4 | $9.33K | Hold |
150
| – | – | ﹤0.01% | 1242 |
|
2023
Q3 | $6.69K | Hold |
150
| – | – | ﹤0.01% | 1326 |
|
2023
Q2 | $8.38K | Hold |
150
| – | – | ﹤0.01% | 1293 |
|
2023
Q1 | $7.48K | Hold |
150
| – | – | ﹤0.01% | 1343 |
|
2022
Q4 | $3.8K | Sell |
150
-500
| -77% | -$12.7K | ﹤0.01% | 1421 |
|
2022
Q3 | $14K | Buy |
650
+500
| +333% | +$10.8K | ﹤0.01% | 1277 |
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1438 |
|
2022
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1454 |
|
2021
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 1387 |
|
2021
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 1275 |
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 1253 |
|
2021
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 1208 |
|
2020
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 1159 |
|
2020
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 1197 |
|
2020
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 1130 |
|
2020
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 1188 |
|
2019
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 1140 |
|
2019
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 1172 |
|
2019
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 1099 |
|
2019
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 1072 |
|
2018
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 1109 |
|
2018
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 1054 |
|
2018
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 1025 |
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 1049 |
|
2017
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 993 |
|
2017
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 1009 |
|
2017
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 971 |
|
2017
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 1048 |
|
2016
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 969 |
|
2016
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 978 |
|
2016
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 1001 |
|
2016
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 977 |
|
2015
Q4 | $8K | Sell |
150
-25
| -14% | -$1.33K | ﹤0.01% | 989 |
|
2015
Q3 | $10K | Hold |
175
| – | – | ﹤0.01% | 961 |
|
2015
Q2 | $12K | Hold |
175
| – | – | ﹤0.01% | 990 |
|
2015
Q1 | $13K | Hold |
175
| – | – | ﹤0.01% | 969 |
|
2014
Q4 | $13K | Hold |
175
| – | – | ﹤0.01% | 841 |
|
2014
Q3 | $13K | Hold |
175
| – | – | ﹤0.01% | 831 |
|
2014
Q2 | $15K | Hold |
175
| – | – | ﹤0.01% | 811 |
|
2014
Q1 | $17K | Hold |
175
| – | – | ﹤0.01% | 814 |
|
2013
Q4 | $16K | Hold |
175
| – | – | ﹤0.01% | 831 |
|
2013
Q3 | $16K | Hold |
175
| – | – | ﹤0.01% | 829 |
|
2013
Q2 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 873 |
|