Braun-Bostich & Associates’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,288
| Closed | -$279K | – | 69 |
|
2022
Q1 | $279K | Buy |
+1,288
| New | +$279K | 0.6% | 55 |
|
2021
Q4 | – | Sell |
-2,012
| Closed | -$341K | – | 121 |
|
2021
Q3 | $341K | Sell |
2,012
-15
| -0.7% | -$2.54K | 0.64% | 43 |
|
2021
Q2 | $353K | Buy |
2,027
+12
| +0.6% | +$2.09K | 0.64% | 44 |
|
2021
Q1 | $319K | Buy |
2,015
+279
| +16% | +$44.2K | 0.61% | 43 |
|
2020
Q4 | $264K | Buy |
+1,736
| New | +$264K | 0.53% | 47 |
|
2018
Q2 | – | Sell |
-101
| Closed | -$10K | – | 313 |
|
2018
Q1 | $10K | Hold |
101
| – | – | 0.01% | 256 |
|
2017
Q4 | $11K | Buy |
+101
| New | +$11K | 0.01% | 248 |
|