Douglas C. Lane & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $367K | Sell |
4,115
-262
| -6% | -$23.4K | 0.01% | 185 |
|
|
2015
Q3 | $402K | Hold |
4,377
| – | – | 0.01% | 185 |
|
|
2015
Q2 | $389K | Sell |
4,377
-460
| -10% | -$40.9K | 0.01% | 186 |
|
|
2015
Q1 | $488K | Sell |
4,837
-548
| -10% | -$55.3K | 0.01% | 172 |
|
|
2014
Q4 | $560K | Sell |
5,385
-1,715
| -24% | -$178K | 0.02% | 162 |
|
|
2014
Q3 | $678K | Buy |
7,100
+1,666
| +31% | +$159K | 0.02% | 154 |
|
|
2014
Q2 | $529K | Sell |
5,434
-500
| -8% | -$48.7K | 0.02% | 160 |
|
|
2014
Q1 | $620K | Buy |
5,934
+2,200
| +59% | +$230K | 0.02% | 152 |
|
|
2013
Q4 | $363K | Hold |
3,734
| – | – | 0.01% | 166 |
|
|
2013
Q3 | $345K | Hold |
3,734
| – | – | 0.01% | 166 |
|
|
2013
Q2 | $333K | Buy |
+3,734
| New | +$333K | 0.01% | 168 |
|