Disciplined Investments’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14
| Closed | -$3.5K | – | 749 |
|
|
2023
Q2 | $3.5K | Sell |
14
-2
| -13% | -$499 | ﹤0.01% | 486 |
|
|
2023
Q1 | $4.07K | Sell |
16
-2
| -11% | -$509 | ﹤0.01% | 469 |
|
|
2022
Q4 | $4.17K | Sell |
18
-3
| -14% | -$695 | ﹤0.01% | 431 |
|
|
2022
Q3 | $5K | Buy |
21
+1
| +5% | +$238 | ﹤0.01% | 432 |
|
|
2022
Q2 | $4K | Buy |
20
+4
| +25% | +$800 | ﹤0.01% | 480 |
|
|
2022
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 577 |
|