Advantage Investment Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $214K | Hold |
1,380
| – | – | 0.17% | 138 |
|
|
2019
Q2 | $185K | Hold |
1,380
| – | – | 0.14% | 152 |
|
|
2019
Q1 | $158K | Hold |
1,380
| – | – | 0.12% | 177 |
|
|
2018
Q4 | $148K | Sell |
1,380
-150
| -10% | -$16.1K | 0.11% | 179 |
|
|
2018
Q3 | $156K | Buy |
1,530
+500
| +49% | +$51K | 0.1% | 183 |
|
|
2018
Q2 | $96K | Hold |
1,030
| – | – | 0.07% | 261 |
|
|
2018
Q1 | $102K | Hold |
1,030
| – | – | 0.04% | 242 |
|
|
2017
Q4 | $117K | Hold |
1,030
| – | – | 0.04% | 242 |
|
|
2017
Q3 | $112K | Hold |
1,030
| – | – | 0.04% | 236 |
|
|
2017
Q2 | $111K | Buy |
1,030
+300
| +41% | +$32.3K | 0.04% | 223 |
|
|
2017
Q1 | $80K | Sell |
730
-150
| -17% | -$16.4K | 0.03% | 256 |
|
|
2016
Q4 | $91K | Buy |
880
+750
| +577% | +$77.6K | 0.03% | 235 |
|
|
2016
Q3 | $12K | Sell |
130
-721
| -85% | -$66.6K | ﹤0.01% | 595 |
|
|
2016
Q2 | $97K | Buy |
851
+52
| +7% | +$5.93K | 0.05% | 235 |
|
|
2016
Q1 | $74K | Hold |
799
| – | – | 0.03% | 264 |
|
|
2015
Q4 | $71K | Sell |
799
-5
| -0.6% | -$444 | 0.04% | 283 |
|
|
2015
Q3 | $74K | Buy |
804
+674
| +518% | +$62K | 0.04% | 261 |
|
|
2015
Q2 | $12K | Hold |
130
| – | – | 0.01% | 551 |
|
|
2015
Q1 | $13K | Sell |
130
-40
| -24% | -$4K | 0.01% | 535 |
|
|
2014
Q4 | $18K | Buy |
+170
| New | +$18K | 0.01% | 442 |
|