WFG Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $107K | Buy |
998
+201
| +25% | +$21.6K | 0.02% | 516 |
|
|
2017
Q1 | $87K | Hold |
797
| – | – | 0.02% | 512 |
|
|
2016
Q4 | $82K | Buy |
797
+1
| +0.1% | +$103 | 0.02% | 579 |
|
|
2016
Q3 | $76K | Buy |
796
+100
| +14% | +$9.55K | 0.02% | 601 |
|
|
2016
Q2 | $79K | Sell |
696
-307
| -31% | -$34.8K | 0.02% | 561 |
|
|
2016
Q1 | $92K | Sell |
1,003
-129
| -11% | -$11.8K | 0.03% | 490 |
|
|
2015
Q4 | $101K | Buy |
1,132
+3
| +0.3% | +$268 | 0.03% | 469 |
|
|
2015
Q3 | $104K | Sell |
1,129
-22
| -2% | -$2.03K | 0.03% | 455 |
|
|
2015
Q2 | $102K | Sell |
1,151
-1,561
| -58% | -$138K | 0.03% | 524 |
|
|
2015
Q1 | $274K | Sell |
2,712
-789
| -23% | -$79.7K | 0.08% | 274 |
|
|
2014
Q4 | $364K | Buy |
3,501
+62
| +2% | +$6.45K | 0.07% | 298 |
|
|
2014
Q3 | $328K | Buy |
3,439
+679
| +25% | +$64.8K | 0.06% | 339 |
|
|
2014
Q2 | $269K | Buy |
2,760
+101
| +4% | +$9.84K | 0.05% | 384 |
|
|
2014
Q1 | $278K | Sell |
2,659
-4,802
| -64% | -$502K | 0.06% | 367 |
|
|
2013
Q4 | $725K | Buy |
7,461
+126
| +2% | +$12.2K | 0.1% | 229 |
|
|
2013
Q3 | $679K | Buy |
7,335
+226
| +3% | +$20.9K | 0.11% | 223 |
|
|
2013
Q2 | $635K | Buy |
+7,109
| New | +$635K | 0.11% | 222 |
|