Columbia Trust’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 |
-1,937
| Closed | -$295K | – | 138 |
|
|
2020
Q4 | $295K | Buy |
+1,937
| New | +$295K | 0.2% | 114 |
|
|
2020
Q2 | $369K | Buy |
2,860
+453
| +19% | +$58.4K | 0.33% | 87 |
|
|
2020
Q1 | $318K | Buy |
2,407
+210
| +10% | +$27.7K | 0.35% | 86 |
|
|
2019
Q4 | $322K | Buy |
+2,197
| New | +$322K | 0.29% | 99 |
|