Genovese Burford & Brothers Wealth & Retirement Plan Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-566
| Closed | -$53K | – | 204 |
|
|
2018
Q2 | $53K | Hold |
566
| – | – | 0.02% | 171 |
|
|
2018
Q1 | $56K | Buy |
+566
| New | +$56K | 0.02% | 162 |
|
|
2017
Q4 | – | Sell |
-766
| Closed | -$83K | – | 328 |
|
|
2017
Q3 | $83K | Hold |
766
| – | – | 0.03% | 109 |
|
|
2017
Q2 | $82K | Hold |
766
| – | – | 0.03% | 112 |
|
|
2017
Q1 | $84K | Sell |
766
-94
| -11% | -$10.3K | 0.03% | 112 |
|
|
2016
Q4 | $89K | Hold |
860
| – | – | 0.02% | 122 |
|
|
2016
Q3 | $82K | Hold |
860
| – | – | 0.03% | 118 |
|
|
2016
Q2 | $97K | Buy |
860
+94
| +12% | +$10.6K | 0.04% | 101 |
|
|
2016
Q1 | $70K | Hold |
766
| – | – | 0.03% | 105 |
|
|
2015
Q4 | $68K | Buy |
+766
| New | +$68K | 0.03% | 105 |
|