BCS 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
Q3 | – | Sell |
-1,039
| Closed | -$224K | – | 185 |
|
|
2022
Q2 | $224K | Sell |
1,039
-325
| -24% | -$70.1K | 0.1% | 161 |
|
|
2022
Q1 | $295K | Sell |
1,364
-275
| -17% | -$59.5K | 0.12% | 151 |
|
|
2021
Q4 | $317K | Buy |
1,639
+275
| +20% | +$53.2K | 0.11% | 155 |
|
|
2021
Q3 | $231K | Hold |
1,364
| – | – | 0.1% | 156 |
|
|
2021
Q2 | $238K | Hold |
1,364
| – | – | 0.13% | 140 |
|
|
2021
Q1 | $216K | Hold |
1,364
| – | – | 0.1% | 147 |
|
|
2020
Q4 | $208K | Buy |
+1,364
| New | +$208K | 0.11% | 138 |
|
|
2020
Q1 | – | Sell |
-1,364
| Closed | -$200K | – | 114 |
|
|
2019
Q4 | $200K | Buy |
+1,364
| New | +$200K | 0.13% | 110 |
|