Assured 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
Q1 | – | Sell |
-5,252
| Closed | -$563K | – | 1210 |
|
|
2018
Q4 | $563K | Buy |
+5,252
| New | +$563K | 0.02% | 603 |
|
|
2017
Q3 | – | Sell |
-431
| Closed | -$46K | – | 603 |
|
|
2017
Q2 | $46K | Sell |
431
-1,187
| -73% | -$127K | ﹤0.01% | 525 |
|
|
2017
Q1 | $177K | Buy |
+1,618
| New | +$177K | ﹤0.01% | 485 |
|
|
2016
Q3 | – | Sell |
-4,597
| Closed | -$522K | – | 602 |
|
|
2016
Q2 | $522K | Buy |
4,597
+4,014
| +689% | +$456K | 0.01% | 370 |
|
|
2016
Q1 | $54K | Sell |
583
-960
| -62% | -$88.9K | ﹤0.01% | 528 |
|
|
2015
Q4 | $138K | Buy |
+1,543
| New | +$138K | ﹤0.01% | 470 |
|