HCC
Hirtle Callaghan & Co’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-222
| Closed | -$24K | – | 191 |
|
|
2017
Q3 | $24K | Hold |
222
| – | – | ﹤0.01% | 142 |
|
|
2017
Q2 | $24K | Sell |
222
-54
| -20% | -$5.84K | ﹤0.01% | 119 |
|
|
2017
Q1 | $30K | Hold |
276
| – | – | ﹤0.01% | 117 |
|
|
2016
Q4 | $28K | Sell |
276
-1,272
| -82% | -$129K | ﹤0.01% | 95 |
|
|
2016
Q3 | $148K | Buy |
1,548
+1,100
| +246% | +$105K | 0.03% | 101 |
|
|
2016
Q2 | $51K | Hold |
448
| – | – | 0.01% | 117 |
|
|
2016
Q1 | $42K | Sell |
448
-147
| -25% | -$13.8K | 0.01% | 141 |
|
|
2015
Q4 | $53K | Sell |
595
-1,075
| -64% | -$95.8K | 0.01% | 124 |
|
|
2015
Q3 | $155K | Hold |
1,670
| – | – | 0.03% | 94 |
|
|
2015
Q2 | $148K | Buy |
+1,670
| New | +$148K | 0.05% | 106 |
|
|
2015
Q1 | – | Sell |
-412
| Closed | -$43K | – | 180 |
|
|
2014
Q4 | $43K | Hold |
412
| – | – | 0.01% | 311 |
|
|
2014
Q3 | $39K | Buy |
412
+12
| +3% | +$1.14K | 0.01% | 332 |
|
|
2014
Q2 | $39K | Hold |
400
| – | – | 0.01% | 385 |
|
|
2014
Q1 | $42K | Hold |
400
| – | – | 0.01% | 369 |
|
|
2013
Q4 | $39K | Hold |
400
| – | – | 0.01% | 361 |
|
|
2013
Q3 | $37K | Buy |
+400
| New | +$37K | 0.01% | 377 |
|