Burt Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-100
| Closed | -$15K | – | 206 |
|
|
2020
Q4 | $15K | Hold |
100
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $14K | Hold |
100
| – | – | 0.01% | 261 |
|
|
2020
Q2 | $13K | Hold |
100
| – | – | 0.01% | 253 |
|
|
2020
Q1 | $13K | Hold |
100
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $15K | Hold |
100
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | 0.01% | 262 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | 0.01% | 271 |
|
|
2018
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 295 |
|