Bellwether Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,151
| Closed | -$1.19M | – | 520 |
|
|
2022
Q4 | $1.19M | Buy |
5,151
+5,140
| +46,727% | +$1.19M | 0.35% | 60 |
|
|
2022
Q3 | $2K | Sell |
11
-5,483
| -100% | -$997K | ﹤0.01% | 387 |
|
|
2022
Q2 | $1.18M | Sell |
5,494
-2,802
| -34% | -$603K | 0.38% | 57 |
|
|
2022
Q1 | $1.8M | Buy |
+8,296
| New | +$1.8M | 0.54% | 38 |
|
|
2021
Q4 | – | Sell |
-3,022
| Closed | -$511K | – | 583 |
|
|
2021
Q3 | $511K | Buy |
+3,022
| New | +$511K | 0.17% | 99 |
|