Charter Oak Capital 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 |
-70
| Closed | -$15K | – | 464 |
|
|
2022
Q2 | $15K | Hold |
70
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $15K | Hold |
70
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $14K | Hold |
70
| – | – | ﹤0.01% | 571 |
|
|
2021
Q3 | $12K | Hold |
70
| – | – | ﹤0.01% | 548 |
|
|
2021
Q2 | $12K | Hold |
70
| – | – | ﹤0.01% | 541 |
|
|
2021
Q1 | $11K | Hold |
70
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 493 |
|