Rikoon Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,780
| Closed | -$373K | – | 206 |
|
|
2019
Q2 | $373K | Sell |
2,780
-1,082
| -28% | -$145K | 0.14% | 142 |
|
|
2019
Q1 | $443K | Hold |
3,862
| – | – | 0.16% | 132 |
|
|
2018
Q4 | $414K | Sell |
3,862
-368
| -9% | -$39.4K | 0.17% | 125 |
|
|
2018
Q3 | $431K | Hold |
4,230
| – | – | 0.15% | 132 |
|
|
2018
Q2 | $394K | Buy |
4,230
+856
| +25% | +$79.7K | 0.15% | 137 |
|
|
2018
Q1 | $327K | Buy |
3,374
+327
| +11% | +$31.7K | 0.13% | 147 |
|
|
2017
Q4 | $346K | Buy |
+3,047
| New | +$346K | 0.14% | 131 |
|