Integrated Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-511
| Closed | -$49K | – | 582 |
|
|
2016
Q3 | $49K | Hold |
511
| – | – | 0.02% | 415 |
|
|
2016
Q2 | $58K | Hold |
511
| – | – | 0.02% | 380 |
|
|
2016
Q1 | $47K | Hold |
511
| – | – | 0.02% | 396 |
|
|
2015
Q4 | $46K | Hold |
511
| – | – | 0.02% | 406 |
|
|
2015
Q3 | $47K | Hold |
511
| – | – | 0.02% | 392 |
|
|
2015
Q2 | $45K | Sell |
511
-34
| -6% | -$2.99K | 0.02% | 421 |
|
|
2015
Q1 | $54K | Buy |
+545
| New | +$54K | 0.02% | 376 |
|