CWS Financial Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,091
| Closed | -$218K | – | 157 |
|
|
2023
Q3 | $218K | Sell |
1,091
-243
| -18% | -$48.6K | 0.09% | 129 |
|
|
2023
Q2 | $333K | Sell |
1,334
-250
| -16% | -$62.4K | 0.13% | 110 |
|
|
2023
Q1 | $403K | Buy |
+1,584
| New | +$403K | 0.16% | 98 |
|
|
2022
Q4 | – | Sell |
-1,572
| Closed | -$347K | – | 145 |
|
|
2022
Q3 | $347K | Hold |
1,572
| – | – | 0.17% | 100 |
|
|
2022
Q2 | $338K | Buy |
1,572
+9
| +0.6% | +$1.94K | 0.15% | 106 |
|
|
2022
Q1 | $339K | Buy |
+1,563
| New | +$339K | 0.13% | 108 |
|