B. Riley 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
Q2 | $443 | Buy |
2,057
+24
| +1% | +$5 | ﹤0.01% | 440 |
|
|
2022
Q1 | $440K | Hold |
2,033
| – | – | 0.03% | 359 |
|
|
2021
Q4 | $393K | Hold |
2,033
| – | – | 0.03% | 402 |
|
|
2021
Q3 | $344K | Buy |
+2,033
| New | +$344K | 0.03% | 420 |
|
|
2020
Q3 | – | Sell |
-2,033
| Closed | -$264K | – | 457 |
|
|
2020
Q2 | $264K | Sell |
2,033
-235
| -10% | -$30.5K | 0.03% | 323 |
|
|
2020
Q1 | $301K | Buy |
2,268
+113
| +5% | +$15K | 0.03% | 356 |
|
|
2019
Q4 | $317K | Sell |
2,155
-216
| -9% | -$31.8K | 0.05% | 283 |
|
|
2019
Q3 | $367K | Buy |
+2,371
| New | +$367K | 0.06% | 248 |
|
|
2015
Q3 | – | Sell |
-565
| Closed | -$50K | – | 404 |
|
|
2015
Q2 | $50K | Sell |
565
-102
| -15% | -$9.03K | 0.04% | 403 |
|
|
2015
Q1 | $67K | Buy |
667
+2
| +0.3% | +$201 | 0.05% | 362 |
|
|
2014
Q4 | $69K | Buy |
665
+275
| +71% | +$28.5K | 0.06% | 334 |
|
|
2014
Q3 | $37K | Hold |
390
| – | – | 0.03% | 470 |
|
|
2014
Q2 | $37K | Buy |
390
+15
| +4% | +$1.42K | 0.02% | 526 |
|
|
2014
Q1 | $39K | Buy |
+375
| New | +$39K | 0.03% | 490 |
|