Regal Investment Advisors’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 |
-125
| Closed | -$11K | – | 539 |
|
|
2015
Q3 | $11K | Buy |
125
+10
| +9% | +$880 | ﹤0.01% | 672 |
|
|
2015
Q2 | $10K | Sell |
115
-435
| -79% | -$37.8K | ﹤0.01% | 656 |
|
|
2015
Q1 | $56K | Buy |
550
+50
| +10% | +$5.09K | 0.01% | 410 |
|
|
2014
Q4 | $52K | Hold |
500
| – | – | 0.01% | 389 |
|
|
2014
Q3 | $48K | Hold |
500
| – | – | 0.01% | 419 |
|
|
2014
Q2 | $49K | Hold |
500
| – | – | 0.02% | 391 |
|
|
2014
Q1 | $52K | Buy |
+500
| New | +$52K | 0.02% | 340 |
|
|
2013
Q4 | – | Sell |
-173
| Closed | -$16K | – | 889 |
|
|
2013
Q3 | $16K | Sell |
173
-200
| -54% | -$18.5K | 0.01% | 514 |
|
|
2013
Q2 | $33K | Buy |
+373
| New | +$33K | 0.02% | 356 |
|