First Allied Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $624K | Sell |
4,351
-1,576
| -27% | -$223K | 0.02% | 615 |
|
|
2020
Q2 | $768K | Sell |
5,927
-1,142
| -16% | -$154K | 0.03% | 521 |
|
|
2020
Q1 | $937K | Sell |
7,069
-580
| -8% | -$85.6K | 0.04% | 406 |
|
|
2019
Q4 | $1.11M | Sell |
7,649
-301
| -4% | -$44.6K | 0.04% | 443 |
|
|
2019
Q3 | $1.23M | Sell |
7,950
-27
| -0.3% | -$4.08K | 0.04% | 412 |
|
|
2019
Q2 | $1.07M | Sell |
7,977
-8,857
| -53% | -$1.13M | 0.04% | 446 |
|
|
2019
Q1 | $1.93M | Buy |
16,834
+103
| +0.6% | +$11.2K | 0.07% | 303 |
|
|
2018
Q4 | $1.79M | Buy |
16,731
+206
| +1% | +$21.9K | 0.07% | 291 |
|
|
2018
Q3 | $1.69M | Buy |
16,525
+464
| +3% | +$45.9K | 0.06% | 334 |
|
|
2018
Q2 | $1.5M | Buy |
16,061
+907
| +6% | +$84.6K | 0.06% | 344 |
|
|
2018
Q1 | $1.49M | Buy |
15,154
+833
| +6% | +$86.1K | 0.06% | 347 |
|
|
2017
Q4 | $1.63M | Buy |
14,321
+186
| +1% | +$20.5K | 0.06% | 321 |
|
|
2017
Q3 | $1.54M | Sell |
14,135
-1,380
| -9% | -$147K | 0.07% | 303 |
|
|
2017
Q2 | $1.67M | Buy |
15,515
+9,087
| +141% | +$1M | 0.07% | 284 |
|
|
2017
Q1 | $705K | Buy |
6,428
+948
| +17% | +$102K | 0.04% | 478 |
|
|
2016
Q4 | $567K | Buy |
5,480
+1,582
| +41% | +$156K | 0.03% | 547 |
|
|
2016
Q3 | $373K | Sell |
3,898
-1,071
| -22% | -$113K | 0.02% | 662 |
|
|
2016
Q2 | $560K | Buy |
4,969
+682
| +16% | +$63.8K | 0.03% | 512 |
|
|
2016
Q1 | $393K | Sell |
4,287
-478
| -10% | -$42.6K | 0.02% | 637 |
|
|
2015
Q4 | $424K | Buy |
4,765
+2,484
| +109% | +$223K | 0.02% | 646 |
|
|
2015
Q3 | $207K | Sell |
2,281
-582
| -20% | -$53K | 0.01% | 908 |
|
|
2015
Q2 | $253K | Buy |
2,863
+360
| +14% | +$33.9K | 0.01% | 900 |
|
|
2015
Q1 | $253K | Buy |
2,503
+130
| +5% | +$13.6K | 0.02% | 860 |
|
|
2014
Q4 | $247K | Buy |
+2,373
| New | +$231K | 0.02% | 845 |
|
Other funds holding HSY
CIP
