Boulegeris Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,751
| Closed | -$1M | – | 18 |
|
|
2018
Q2 | $1M | Sell |
10,751
-49
| -0.5% | -$4.56K | 0.5% | 34 |
|
|
2018
Q1 | $1.07M | Sell |
10,800
-730
| -6% | -$72.3K | 0.59% | 32 |
|
|
2017
Q4 | $1.31M | Sell |
11,530
-200
| -2% | -$22.7K | 0.68% | 24 |
|
|
2017
Q3 | $1.28M | Hold |
11,730
| – | – | 0.71% | 24 |
|
|
2017
Q2 | $1.26M | Sell |
11,730
-950
| -7% | -$102K | 0.71% | 22 |
|
|
2017
Q1 | $1.39M | Sell |
12,680
-1,435
| -10% | -$157K | 0.83% | 21 |
|
|
2016
Q4 | $1.46M | Sell |
14,115
-3,150
| -18% | -$326K | 0.89% | 23 |
|
|
2016
Q3 | $1.65M | Sell |
17,265
-10,900
| -39% | -$1.04M | 1.05% | 20 |
|
|
2016
Q2 | $3.2M | Sell |
28,165
-5,230
| -16% | -$593K | 2.17% | 12 |
|
|
2016
Q1 | $3.08M | Hold |
33,395
| – | – | 2.17% | 12 |
|
|
2015
Q4 | $2.98M | Sell |
33,395
-4,150
| -11% | -$370K | 2.16% | 13 |
|
|
2015
Q3 | $3.45M | Buy |
37,545
+2,295
| +7% | +$211K | 2.64% | 13 |
|
|
2015
Q2 | $3.13M | Buy |
35,250
+2,300
| +7% | +$204K | 2.25% | 15 |
|
|
2015
Q1 | $3.33M | Buy |
32,950
+293
| +0.9% | +$29.6K | 2.45% | 15 |
|
|
2014
Q4 | $3.39M | Buy |
32,657
+5,077
| +18% | +$528K | 2.7% | 13 |
|
|
2014
Q3 | $2.63M | Buy |
+27,580
| New | +$2.63M | 2.15% | 15 |
|