Smith Shellnut Wilson’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 |
-3,068
| Closed | -$348K | – | 128 |
|
|
2017
Q4 | $348K | Hold |
3,068
| – | – | 0.29% | 69 |
|
|
2017
Q3 | $335K | Sell |
3,068
-718
| -19% | -$78.4K | 0.3% | 73 |
|
|
2017
Q2 | $430K | Sell |
3,786
-158
| -4% | -$17.9K | 0.45% | 45 |
|
|
2017
Q1 | $431K | Hold |
3,944
| – | – | 0.4% | 51 |
|
|
2016
Q4 | $408K | Buy |
+3,944
| New | +$408K | 0.39% | 51 |
|