Lourd Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $909K | Hold |
6,782
| – | – | 0.08% | 43 |
|
|
2019
Q1 | $779K | Sell |
6,782
-919
| -12% | -$106K | 0.08% | 45 |
|
|
2018
Q4 | $825K | Buy |
7,701
+32
| +0.4% | +$3.43K | 0.06% | 74 |
|
|
2018
Q3 | $782K | Buy |
+7,669
| New | +$782K | 0.05% | 80 |
|
|
2018
Q1 | – | Sell |
-7,893
| Closed | -$896K | – | 204 |
|
|
2017
Q4 | $896K | Buy |
7,893
+1,126
| +17% | +$128K | 0.06% | 82 |
|
|
2017
Q3 | $739K | Hold |
6,767
| – | – | 0.07% | 44 |
|
|
2017
Q2 | $727K | Sell |
6,767
-800
| -11% | -$85.9K | 0.07% | 41 |
|
|
2017
Q1 | $827K | Buy |
+7,567
| New | +$827K | 0.08% | 38 |
|