Blue Bell Private Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-900
| Closed | -$87K | – | 325 |
|
|
2016
Q3 | $87K | Hold |
900
| – | – | 0.05% | 143 |
|
|
2016
Q2 | $103K | Hold |
900
| – | – | 0.07% | 131 |
|
|
2016
Q1 | $83K | Hold |
900
| – | – | 0.06% | 163 |
|
|
2015
Q4 | $80K | Hold |
900
| – | – | 0.05% | 167 |
|
|
2015
Q3 | $83K | Hold |
900
| – | – | 0.06% | 158 |
|
|
2015
Q2 | $80K | Hold |
900
| – | – | 0.05% | 161 |
|
|
2015
Q1 | $90K | Hold |
900
| – | – | 0.05% | 151 |
|
|
2014
Q4 | $93K | Hold |
900
| – | – | 0.05% | 164 |
|
|
2014
Q3 | $86K | Hold |
900
| – | – | 0.05% | 174 |
|
|
2014
Q2 | $88K | Hold |
900
| – | – | 0.05% | 171 |
|
|
2014
Q1 | $94K | Hold |
900
| – | – | 0.06% | 135 |
|
|
2013
Q4 | $88K | Buy |
+900
| New | +$88K | 0.07% | 139 |
|