National Penn Investors Trust’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $891K | Sell |
9,672
-140
| -1% | -$12.9K | 0.1% | 120 |
|
|
2015
Q4 | $876K | Sell |
9,812
-100
| -1% | -$8.93K | 0.1% | 122 |
|
|
2015
Q3 | $911K | Hold |
9,912
| – | – | 0.11% | 116 |
|
|
2015
Q2 | $880K | Hold |
9,912
| – | – | 0.09% | 126 |
|
|
2015
Q1 | $1M | Sell |
9,912
-800
| -7% | -$80.7K | 0.11% | 117 |
|
|
2014
Q4 | $1.11M | Sell |
10,712
-250
| -2% | -$26K | 0.13% | 101 |
|
|
2014
Q3 | $1.05M | Sell |
10,962
-292
| -3% | -$27.9K | 0.12% | 104 |
|
|
2014
Q2 | $1.1M | Sell |
11,254
-8
| -0.1% | -$778 | 0.13% | 104 |
|
|
2014
Q1 | $1.18M | Sell |
11,262
-1,215
| -10% | -$127K | 0.14% | 102 |
|
|
2013
Q4 | $1.21M | Sell |
12,477
-3,510
| -22% | -$341K | 0.14% | 110 |
|
|
2013
Q3 | $1.48M | Sell |
15,987
-900
| -5% | -$83.3K | 0.18% | 107 |
|
|
2013
Q2 | $1.51M | Buy |
+16,887
| New | +$1.51M | 0.19% | 104 |
|