Asset Planning Services (Pennsylvania)’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-100
| Closed | -$15K | – | 150 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | 0.01% | 185 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | 0.01% | 186 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | 0.01% | 193 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | 0.01% | 191 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 205 |
|
|
2018
Q1 | $10K | Hold |
100
| – | – | 0.01% | 205 |
|
|
2017
Q4 | $11K | Hold |
100
| – | – | 0.01% | 203 |
|
|
2017
Q3 | $11K | Hold |
100
| – | – | 0.01% | 222 |
|
|
2017
Q2 | $11K | Sell |
100
-958
| -91% | -$105K | 0.01% | 215 |
|
|
2017
Q1 | $116K | Hold |
1,058
| – | – | 0.08% | 90 |
|
|
2016
Q4 | $109K | Buy |
1,058
+500
| +90% | +$51.5K | 0.09% | 85 |
|
|
2016
Q3 | $53K | Hold |
558
| – | – | 0.04% | 120 |
|
|
2016
Q2 | $63K | Hold |
558
| – | – | 0.05% | 125 |
|
|
2016
Q1 | $51K | Hold |
558
| – | – | 0.05% | 133 |
|
|
2015
Q4 | $50K | Hold |
558
| – | – | 0.05% | 103 |
|
|
2015
Q3 | $51K | Hold |
558
| – | – | 0.05% | 96 |
|
|
2015
Q2 | $50K | Buy |
+558
| New | +$50K | 0.05% | 116 |
|