Berman Capital Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $25K | Hold |
152
| – | – | ﹤0.01% | 908 |
|
|
2021
Q2 | $26K | Buy |
152
+3
| +2% | +$513 | ﹤0.01% | 808 |
|
|
2021
Q1 | $23K | Buy |
149
+4
| +3% | +$617 | ﹤0.01% | 733 |
|
|
2020
Q4 | $22K | Buy |
145
+10
| +7% | +$1.52K | 0.01% | 639 |
|
|
2020
Q3 | $19K | Buy |
135
+6
| +5% | +$844 | 0.01% | 599 |
|
|
2020
Q2 | $15K | Sell |
129
-11
| -8% | -$1.28K | ﹤0.01% | 622 |
|
|
2020
Q1 | $17K | Buy |
140
+58
| +71% | +$7.04K | 0.01% | 534 |
|
|
2019
Q4 | $12K | Sell |
82
-139
| -63% | -$20.3K | ﹤0.01% | 676 |
|
|
2019
Q3 | $33K | Hold |
221
| – | – | 0.01% | 383 |
|
|
2019
Q2 | $28K | Buy |
221
+140
| +173% | +$17.7K | 0.01% | 423 |
|
|
2019
Q1 | $9K | Buy |
81
+35
| +76% | +$3.89K | ﹤0.01% | 688 |
|
|
2018
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 741 |
|