FMA Advisory’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 |
-2,030
| Closed | -$218K | – | 151 |
|
2018
Q4 | $218K | Buy |
2,030
+6
| +0.3% | +$644 | 0.11% | 139 |
|
2018
Q3 | $206K | Buy |
+2,024
| New | +$206K | 0.09% | 143 |
|
2018
Q2 | – | Sell |
-2,070
| Closed | -$205K | – | 149 |
|
2018
Q1 | $205K | Sell |
2,070
-168
| -8% | -$16.6K | 0.1% | 140 |
|
2017
Q4 | $254K | Buy |
2,238
+81
| +4% | +$9.19K | 0.12% | 135 |
|
2017
Q3 | $235K | Buy |
2,157
+6
| +0.3% | +$654 | 0.14% | 125 |
|
2017
Q2 | $231 | Sell |
2,151
-69
| -3% | -$7 | 0.12% | 105 |
|
2017
Q1 | $243K | Buy |
+2,220
| New | +$243K | 0.12% | 132 |
|
2015
Q2 | $189K | Buy |
+2,126
| New | +$189K | 0.12% | 117 |
|
2013
Q4 | – | Sell |
-2,434
| Closed | -$225K | – | 143 |
|
2013
Q3 | $225K | Buy |
2,434
+4
| +0.2% | +$370 | 0.09% | 164 |
|
2013
Q2 | $217K | Buy |
+2,430
| New | +$217K | 0.09% | 161 |
|