Balasa Dinverno & Foltz’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $462K | Buy |
+2,096
| New | +$462K | 0.03% | 208 |
|
|
2020
Q2 | – | Sell |
-3,944
| Closed | -$523K | – | 252 |
|
|
2020
Q1 | $523K | Sell |
3,944
-1,838
| -32% | -$244K | 0.07% | 134 |
|
|
2019
Q4 | $850K | Sell |
5,782
-3,868
| -40% | -$569K | 0.09% | 107 |
|
|
2019
Q3 | $1.5M | Buy |
+9,650
| New | +$1.5M | 0.17% | 59 |
|