Pinnacle Summer Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-3,073
| Closed | -$284K | – | 884 |
|
2015
Q3 | $284K | Buy |
3,073
+1,411
| +85% | +$130K | 0.05% | 241 |
|
2015
Q2 | $148K | Sell |
1,662
-1,400
| -46% | -$125K | 0.03% | 209 |
|
2015
Q1 | $309K | Buy |
3,062
+9
| +0.3% | +$908 | 0.04% | 251 |
|
2014
Q4 | $315K | Sell |
3,053
-16
| -0.5% | -$1.65K | 0.04% | 256 |
|
2014
Q3 | $293K | Buy |
3,069
+9
| +0.3% | +$859 | 0.03% | 281 |
|
2014
Q2 | $289K | Buy |
3,060
+8
| +0.3% | +$756 | 0.03% | 269 |
|
2014
Q1 | $294K | Buy |
3,052
+8
| +0.3% | +$771 | 0.04% | 226 |
|
2013
Q4 | $296K | Sell |
3,044
-192
| -6% | -$18.7K | 0.04% | 218 |
|
2013
Q3 | $300K | Buy |
3,236
+33
| +1% | +$3.06K | 0.05% | 193 |
|
2013
Q2 | $286K | Buy |
+3,203
| New | +$286K | 0.07% | 179 |
|