Accretive Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-845
| Closed | -$211K | – | 122 |
|
|
2023
Q2 | $211K | Hold |
845
| – | – | 0.13% | 111 |
|
|
2023
Q1 | $215K | Buy |
+845
| New | +$215K | 0.14% | 110 |
|
|
2022
Q4 | – | Sell |
-1,030
| Closed | -$227K | – | 110 |
|
|
2022
Q3 | $227K | Hold |
1,030
| – | – | 0.17% | 99 |
|
|
2022
Q2 | $222K | Hold |
1,030
| – | – | 0.16% | 102 |
|
|
2022
Q1 | $223K | Buy |
+1,030
| New | +$223K | 0.14% | 107 |
|