Colony Family Offices’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,795
| Closed | -$711K | – | 67 |
|
|
2023
Q1 | $711K | Hold |
2,795
| – | – | 0.27% | 44 |
|
|
2022
Q4 | $647K | Sell |
2,795
-539
| -16% | -$125K | 0.27% | 42 |
|
|
2022
Q3 | $735K | Sell |
3,334
-466
| -12% | -$103K | 0.32% | 37 |
|
|
2022
Q2 | $818K | Buy |
+3,800
| New | +$818K | 0.37% | 33 |
|
|
2021
Q2 | – | Sell |
-3,900
| Closed | -$617K | – | 36 |
|
|
2021
Q1 | $617K | Buy |
+3,900
| New | +$617K | 0.49% | 23 |
|