ACG Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-264
| Closed | -$57K | – | 578 |
|
2022
Q2 | $57K | Buy |
+264
| New | +$57K | 0.01% | 419 |
|
2022
Q1 | – | Sell |
-2,689
| Closed | -$520K | – | 293 |
|
2021
Q4 | $520K | Buy |
2,689
+32
| +1% | +$6.19K | 0.07% | 208 |
|
2021
Q3 | $450K | Buy |
+2,657
| New | +$450K | 0.06% | 203 |
|
2020
Q4 | – | Sell |
-1,513
| Closed | -$217K | – | 311 |
|
2020
Q3 | $217K | Buy |
+1,513
| New | +$217K | 0.03% | 264 |
|