BHWM
Bar Harbor Wealth Management’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,613
| Closed | -$384K | – | 251 |
|
|
2019
Q4 | $384K | Buy |
+2,613
| New | +$384K | 0.04% | 215 |
|
|
2014
Q4 | – | Sell |
-3,115
| Closed | -$297K | – | 263 |
|
|
2014
Q3 | $297K | Hold |
3,115
| – | – | 0.04% | 221 |
|
|
2014
Q2 | $303K | Sell |
3,115
-20
| -0.6% | -$1.95K | 0.04% | 215 |
|
|
2014
Q1 | $327K | Buy |
3,135
+47
| +2% | +$4.9K | 0.04% | 209 |
|
|
2013
Q4 | $300K | Sell |
3,088
-42
| -1% | -$4.08K | 0.04% | 216 |
|
|
2013
Q3 | $289K | Hold |
3,130
| – | – | 0.04% | 212 |
|
|
2013
Q2 | $280K | Buy |
+3,130
| New | +$280K | 0.04% | 213 |
|