Davidson Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$17K | – | 212 |
|
|
2015
Q2 | $17K | Sell |
200
-200
| -50% | -$17K | ﹤0.01% | 184 |
|
|
2015
Q1 | $40K | Hold |
400
| – | – | 0.01% | 159 |
|
|
2014
Q4 | $41K | Sell |
400
-400
| -50% | -$41K | 0.01% | 155 |
|
|
2014
Q3 | $75K | Buy |
800
+400
| +100% | +$37.5K | 0.01% | 165 |
|
|
2014
Q2 | $38K | Hold |
400
| – | – | 0.01% | 160 |
|
|
2014
Q1 | $41K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2013
Q4 | $38K | Hold |
400
| – | – | 0.01% | 151 |
|
|
2013
Q3 | $37K | Hold |
400
| – | – | 0.01% | 152 |
|
|
2013
Q2 | $35K | Buy |
+400
| New | +$35K | 0.01% | 160 |
|