DC Investments Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,656
| Closed | -$604K | – | 173 |
|
|
2020
Q2 | $604K | Buy |
4,656
+98
| +2% | +$12.7K | 0.22% | 60 |
|
|
2020
Q1 | $604K | Buy |
4,558
+326
| +8% | +$43.2K | 0.49% | 41 |
|
|
2019
Q4 | $622K | Buy |
4,232
+852
| +25% | +$125K | 0.48% | 40 |
|
|
2019
Q3 | $524K | Sell |
3,380
-561
| -14% | -$87K | 0.3% | 119 |
|
|
2019
Q2 | $528K | Sell |
3,941
-667
| -14% | -$89.4K | 0.3% | 141 |
|
|
2019
Q1 | $529K | Hold |
4,608
| – | – | 0.34% | 139 |
|
|
2018
Q4 | $494K | Sell |
4,608
-694
| -13% | -$74.4K | 0.4% | 129 |
|
|
2018
Q3 | $541K | Buy |
5,302
+28
| +0.5% | +$2.86K | 0.37% | 119 |
|
|
2018
Q2 | $491K | Buy |
+5,274
| New | +$491K | 0.31% | 216 |
|
|
2018
Q1 | – | Sell |
-3,367
| Closed | -$382K | – | 291 |
|
|
2017
Q4 | $382K | Buy |
+3,367
| New | +$382K | 0.16% | 172 |
|