Aevitas Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $209K | Buy |
+904
| New | +$209K | 0.12% | 111 |
|
|
2019
Q2 | – | Sell |
-952
| Closed | -$109K | – | 193 |
|
|
2019
Q1 | $109K | Buy |
952
+5
| +0.5% | +$572 | 0.1% | 132 |
|
|
2018
Q4 | $101K | Buy |
947
+7
| +0.7% | +$747 | 0.1% | 131 |
|
|
2018
Q3 | $96K | Buy |
940
+105
| +13% | +$10.7K | 0.09% | 142 |
|
|
2018
Q2 | $78K | Buy |
835
+6
| +0.7% | +$560 | 0.08% | 153 |
|
|
2018
Q1 | $82K | Buy |
829
+6
| +0.7% | +$593 | 0.08% | 146 |
|
|
2017
Q4 | $93K | Buy |
+823
| New | +$93K | 0.09% | 140 |
|