Brick & Kyle Associates’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 |
-11,202
| Closed | -$1.2M | – | 77 |
|
|
2018
Q4 | $1.2M | Buy |
+11,202
| New | +$1.2M | 1.15% | 30 |
|
|
2018
Q2 | $1.04M | Hold |
11,202
| – | – | 0.82% | 38 |
|
|
2018
Q1 | $1.11M | Hold |
11,202
| – | – | 0.9% | 37 |
|
|
2017
Q4 | $1.27M | Hold |
11,202
| – | – | 1.03% | 33 |
|
|
2017
Q3 | $1.22M | Hold |
11,202
| – | – | 0.99% | 37 |
|
|
2017
Q2 | $1.2M | Hold |
11,202
| – | – | 1.03% | 35 |
|
|
2017
Q1 | $1.22M | Hold |
11,202
| – | – | 0.95% | 35 |
|
|
2016
Q4 | $1.16M | Hold |
11,202
| – | – | 0.93% | 36 |
|
|
2016
Q3 | $1.07M | Sell |
11,202
-250
| -2% | -$23.9K | 0.86% | 39 |
|
|
2016
Q2 | $1.3M | Hold |
11,452
| – | – | 1.07% | 34 |
|
|
2016
Q1 | $1.06M | Hold |
11,452
| – | – | 0.91% | 38 |
|
|
2015
Q4 | $1.02M | Sell |
11,452
-1,346
| -11% | -$120K | 0.9% | 39 |
|
|
2015
Q3 | $1.18M | Hold |
12,798
| – | – | 1.1% | 34 |
|
|
2015
Q2 | $1.14M | Hold |
12,798
| – | – | 0.95% | 36 |
|
|
2015
Q1 | $1.29M | Sell |
12,798
-1,000
| -7% | -$101K | 1.11% | 33 |
|
|
2014
Q4 | $1.43M | Buy |
+13,798
| New | +$1.43M | 1.24% | 31 |
|