New Capital Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-363
| Closed | -$41K | – | 158 |
|
|
2017
Q4 | $41K | Buy |
363
+210
| +137% | +$23.7K | 0.05% | 74 |
|
|
2017
Q3 | $25K | Sell |
153
-210
| -58% | -$34.3K | 0.04% | 96 |
|
|
2017
Q2 | $40K | Hold |
363
| – | – | 0.07% | 76 |
|
|
2017
Q1 | $40K | Hold |
363
| – | – | 0.07% | 77 |
|
|
2016
Q4 | $38K | Buy |
+363
| New | +$38K | 0.06% | 78 |
|