Winch Advisory Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-205
| Closed | -$18K | – | 259 |
|
|
2015
Q4 | $18K | Hold |
205
| – | – | 0.02% | 88 |
|
|
2015
Q3 | $19K | Buy |
205
+1
| +0.5% | +$93 | 0.03% | 85 |
|
|
2015
Q2 | $18K | Buy |
204
+2
| +1% | +$176 | 0.01% | 144 |
|
|
2015
Q1 | $20K | Buy |
+202
| New | +$20K | 0.01% | 112 |
|
|
2014
Q4 | – | Sell |
-357
| Closed | -$34K | – | 104 |
|
|
2014
Q3 | $34K | Buy |
357
+2
| +0.6% | +$190 | 0.02% | 85 |
|
|
2014
Q2 | $35K | Buy |
355
+2
| +0.6% | +$197 | 0.02% | 104 |
|
|
2014
Q1 | $37K | Buy |
+353
| New | +$37K | 0.02% | 110 |
|