Destiny Wealth Partners’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 |
-1,150
| Closed | -$293K | – | 181 |
|
2023
Q1 | $293K | Sell |
1,150
-225
| -16% | -$57.3K | 0.06% | 138 |
|
2022
Q4 | $318K | Buy |
1,375
+17
| +1% | +$3.94K | 0.07% | 141 |
|
2022
Q3 | $299K | Buy |
1,358
+352
| +35% | +$77.5K | 0.07% | 128 |
|
2022
Q2 | $216K | Buy |
1,006
+527
| +110% | +$113K | 0.05% | 175 |
|
2022
Q1 | $104K | Buy |
479
+70
| +17% | +$15.2K | 0.02% | 229 |
|
2021
Q4 | $79K | Buy |
409
+74
| +22% | +$14.3K | 0.02% | 256 |
|
2021
Q3 | $57K | Buy |
+335
| New | +$57K | 0.01% | 265 |
|
2021
Q2 | – | Sell |
-274
| Closed | -$43K | – | 322 |
|
2021
Q1 | $43K | Sell |
274
-1,696
| -86% | -$266K | 0.01% | 286 |
|
2020
Q4 | $300K | Buy |
+1,970
| New | +$300K | 0.06% | 158 |
|