ADBIC
A.D. Beadell Investment Counsel’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-18,065
| Closed | -$1.66M | – | 92 |
|
|
2016
Q1 | $1.66M | Hold |
18,065
| – | – | 1.53% | 23 |
|
|
2015
Q4 | $1.61M | Hold |
18,065
| – | – | 1.41% | 28 |
|
|
2015
Q3 | $1.66M | Buy |
18,065
+2,165
| +14% | +$199K | 1.5% | 22 |
|
|
2015
Q2 | $1.41M | Buy |
+15,900
| New | +$1.41M | 1.13% | 36 |
|