MYCIO Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,666
| Closed | -$1.13M | – | 186 |
|
|
2019
Q4 | $1.13M | Hold |
7,666
| – | – | 0.07% | 114 |
|
|
2019
Q3 | $1.19M | Buy |
7,666
+5,275
| +221% | +$817K | 0.09% | 101 |
|
|
2019
Q2 | $320K | Hold |
2,391
| – | – | 0.03% | 226 |
|
|
2019
Q1 | $275K | Hold |
2,391
| – | – | 0.02% | 233 |
|
|
2018
Q4 | $256K | Buy |
+2,391
| New | +$256K | 0.02% | 230 |
|
|
2016
Q4 | – | Sell |
-974
| Closed | -$93K | – | 416 |
|
|
2016
Q3 | $93K | Buy |
974
+655
| +205% | +$62.5K | 0.02% | 272 |
|
|
2016
Q2 | $36K | Buy |
319
+1
| +0.3% | +$113 | 0.01% | 382 |
|
|
2016
Q1 | $29K | Buy |
318
+133
| +72% | +$12.1K | 0.01% | 383 |
|
|
2015
Q4 | $17K | Sell |
185
-9
| -5% | -$827 | ﹤0.01% | 459 |
|
|
2015
Q3 | $18K | Buy |
194
+24
| +14% | +$2.23K | ﹤0.01% | 466 |
|
|
2015
Q2 | $15K | Hold |
170
| – | – | ﹤0.01% | 468 |
|
|
2015
Q1 | $17K | Buy |
170
+10
| +6% | +$1K | ﹤0.01% | 423 |
|
|
2014
Q4 | $17K | Hold |
160
| – | – | ﹤0.01% | 415 |
|
|
2014
Q3 | $15K | Buy |
160
+5
| +3% | +$469 | ﹤0.01% | 408 |
|
|
2014
Q2 | $15K | Hold |
155
| – | – | ﹤0.01% | 424 |
|
|
2014
Q1 | $16K | Buy |
155
+137
| +761% | +$14.1K | ﹤0.01% | 410 |
|
|
2013
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 547 |
|