Wealthfront’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $821K | Buy |
8,045
+936
| +13% | +$95.5K | 0.01% | 296 |
|
|
2018
Q2 | $662K | Buy |
7,109
+5,040
| +244% | +$469K | 0.01% | 325 |
|
|
2018
Q1 | $205K | Sell |
2,069
-3,578
| -63% | -$355K | ﹤0.01% | 498 |
|
|
2017
Q4 | $641K | Buy |
5,647
+3,234
| +134% | +$367K | 0.01% | 306 |
|
|
2017
Q3 | $263K | Sell |
2,413
-491
| -17% | -$53.5K | ﹤0.01% | 446 |
|
|
2017
Q2 | $312K | Buy |
2,904
+276
| +11% | +$29.7K | ﹤0.01% | 373 |
|
|
2017
Q1 | $287K | Buy |
2,628
+566
| +27% | +$61.8K | 0.01% | 344 |
|
|
2016
Q4 | $213K | Buy |
+2,062
| New | +$213K | ﹤0.01% | 366 |
|
|
2015
Q4 | – | Sell |
-2,181
| Closed | -$200K | – | 618 |
|
|
2015
Q3 | $200K | Buy |
2,181
+1,588
| +268% | +$146K | 0.01% | 279 |
|
|
2015
Q2 | $53K | Sell |
593
-266
| -31% | -$23.8K | ﹤0.01% | 504 |
|
|
2015
Q1 | $87K | Buy |
859
+233
| +37% | +$23.6K | ﹤0.01% | 407 |
|
|
2014
Q4 | $65K | Buy |
626
+145
| +30% | +$15.1K | ﹤0.01% | 431 |
|
|
2014
Q3 | $46K | Sell |
481
-708
| -60% | -$67.7K | ﹤0.01% | 423 |
|
|
2014
Q2 | $115K | Sell |
1,189
-12
| -1% | -$1.16K | 0.01% | 192 |
|
|
2014
Q1 | $125K | Buy |
+1,201
| New | +$125K | 0.02% | 103 |
|