L.J. Altfest & Co’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,828
| Closed | -$637K | – | 147 |
|
|
2017
Q1 | $637K | Sell |
5,828
-8,663
| -60% | -$947K | 0.25% | 73 |
|
|
2016
Q4 | $1.5M | Sell |
14,491
-171
| -1% | -$17.7K | 0.75% | 39 |
|
|
2016
Q3 | $1.4M | Buy |
14,662
+1
| +0% | +$96 | 0.93% | 42 |
|
|
2016
Q2 | $1.66M | Buy |
+14,661
| New | +$1.66M | 1.16% | 23 |
|