Alera Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $209K | Buy |
+1,092
| New | +$209K | 0.02% | 269 |
|
|
2024
Q2 | – | Sell |
-2,299
| Closed | -$447K | – | 283 |
|
|
2024
Q1 | $447K | Buy |
2,299
+1,114
| +94% | +$217K | 0.06% | 126 |
|
|
2023
Q4 | $221K | Buy |
+1,185
| New | +$221K | 0.03% | 151 |
|
|
2019
Q2 | – | Sell |
-44
| Closed | -$5K | – | 483 |
|
|
2019
Q1 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 630 |
|