Advance Capital I’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.06M | Sell |
11,100
-7,900
| -42% | -$755K | 2.15% | 7 |
|
|
2016
Q2 | $2.16M | Sell |
19,000
-3,200
| -14% | -$363K | 2.29% | 1 |
|
|
2016
Q1 | $2.04M | Hold |
22,200
| – | – | 2.11% | 10 |
|
|
2015
Q4 | $1.98M | Buy |
22,200
+8,500
| +62% | +$759K | 1.88% | 7 |
|
|
2015
Q3 | $1.26M | Buy |
13,700
+7,300
| +114% | +$671K | 1.03% | 20 |
|
|
2015
Q2 | $569K | Buy |
+6,400
| New | +$569K | 0.38% | 162 |
|