Ascent Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-24,946
| Closed | -$2.83M | – | 124 |
|
|
2017
Q4 | $2.83M | Sell |
24,946
-795
| -3% | -$90.3K | 1.05% | 38 |
|
|
2017
Q3 | $2.81M | Buy |
25,741
+300
| +1% | +$32.7K | 1.13% | 35 |
|
|
2017
Q2 | $2.73M | Buy |
25,441
+275
| +1% | +$29.5K | 1.18% | 34 |
|
|
2017
Q1 | $2.75M | Buy |
25,166
+215
| +0.9% | +$23.5K | 1.24% | 34 |
|
|
2016
Q4 | $2.58M | Sell |
24,951
-81
| -0.3% | -$8.38K | 1.27% | 32 |
|
|
2016
Q3 | $2.39M | Buy |
25,032
+1,230
| +5% | +$118K | 1.21% | 35 |
|
|
2016
Q2 | $2.7M | Sell |
23,802
-18
| -0.1% | -$2.04K | 1.4% | 29 |
|
|
2016
Q1 | $2.19M | Buy |
23,820
+2,560
| +12% | +$236K | 1.18% | 39 |
|
|
2015
Q4 | $1.9M | Sell |
21,260
-1,730
| -8% | -$154K | 1.06% | 40 |
|
|
2015
Q3 | $2.11M | Buy |
22,990
+310
| +1% | +$28.5K | 1.26% | 36 |
|
|
2015
Q2 | $2.01M | Buy |
+22,680
| New | +$2.01M | 1.11% | 39 |
|