Clarus Wealth Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,512
| Closed | -$544K | – | 150 |
|
|
2019
Q3 | $544K | Buy |
3,512
+2,890
| +465% | +$448K | 0.4% | 59 |
|
|
2019
Q2 | $83K | Buy |
622
+2
| +0.3% | +$267 | 0.06% | 217 |
|
|
2019
Q1 | $71K | Buy |
620
+3
| +0.5% | +$344 | 0.05% | 245 |
|
|
2018
Q4 | $66K | Buy |
617
+3
| +0.5% | +$321 | 0.1% | 223 |
|
|
2018
Q3 | $63K | Sell |
614
-97
| -14% | -$9.95K | 0.04% | 259 |
|
|
2018
Q2 | $70K | Buy |
+711
| New | +$70K | 0.05% | 232 |
|