GCA
Gideon Capital Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,664
| Closed | -$806K | – | 408 |
|
|
2018
Q2 | $806K | Buy |
8,664
+5,713
| +194% | +$531K | 0.4% | 63 |
|
|
2018
Q1 | $292K | Sell |
2,951
-1,028
| -26% | -$102K | 0.18% | 246 |
|
|
2017
Q4 | $452K | Buy |
+3,979
| New | +$452K | 0.4% | 62 |
|
|
2017
Q3 | – | Sell |
-2,859
| Closed | -$307K | – | 317 |
|
|
2017
Q2 | $307K | Buy |
+2,859
| New | +$307K | 0.34% | 125 |
|
|
2016
Q3 | – | Sell |
-2,427
| Closed | -$275K | – | 229 |
|
|
2016
Q2 | $275K | Sell |
2,427
-3,243
| -57% | -$367K | 0.16% | 153 |
|
|
2016
Q1 | $522K | Buy |
+5,670
| New | +$522K | 0.65% | 55 |
|
|
2015
Q2 | – | Sell |
-14,160
| Closed | -$1.43M | – | 273 |
|
|
2015
Q1 | $1.43M | Buy |
+14,160
| New | +$1.43M | 0.58% | 67 |
|
|
2014
Q3 | – | Sell |
-3,371
| Closed | -$328K | – | 316 |
|
|
2014
Q2 | $328K | Sell |
3,371
-41,106
| -92% | -$4M | 0.12% | 191 |
|
|
2014
Q1 | $4.64M | Buy |
+44,477
| New | +$4.64M | 2.57% | 4 |
|