Acorn Wealth Advisors’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 |
-863
| Closed | -$215K | – | 187 |
|
|
2023
Q2 | $215K | Buy |
863
+3
| +0.3% | +$749 | 0.15% | 161 |
|
|
2023
Q1 | $219K | Buy |
+860
| New | +$219K | 0.16% | 152 |
|
|
2018
Q2 | – | Sell |
-7
| Closed | -$1K | – | 645 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 795 |
|
|
2017
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 763 |
|