Baker Ellis Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,200
| Closed | -$115K | – | 252 |
|
|
2014
Q3 | $115K | Hold |
1,200
| – | – | 0.04% | 241 |
|
|
2014
Q2 | $117K | Sell |
1,200
-1,300
| -52% | -$127K | 0.04% | 249 |
|
|
2014
Q1 | $261K | Hold |
2,500
| – | – | 0.09% | 181 |
|
|
2013
Q4 | $243K | Sell |
2,500
-500
| -17% | -$48.6K | 0.08% | 191 |
|
|
2013
Q3 | $278K | Hold |
3,000
| – | – | 0.1% | 174 |
|
|
2013
Q2 | $268K | Buy |
+3,000
| New | +$268K | 0.11% | 176 |
|