Dividend Assets Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-40
| Closed | -$7K | – | 245 |
|
2023
Q4 | $7K | Sell |
40
-31
| -44% | -$5.43K | ﹤0.01% | 401 |
|
2023
Q3 | $14K | Hold |
71
| – | – | ﹤0.01% | 357 |
|
2023
Q2 | $18K | Sell |
71
-709
| -91% | -$180K | ﹤0.01% | 357 |
|
2023
Q1 | $181K | Hold |
780
| – | – | 0.04% | 169 |
|
2022
Q4 | $181K | Buy |
780
+370
| +90% | +$85.9K | 0.04% | 169 |
|
2022
Q3 | $90K | Hold |
410
| – | – | 0.02% | 217 |
|
2022
Q2 | $88K | Hold |
410
| – | – | 0.02% | 229 |
|
2022
Q1 | $89K | Hold |
410
| – | – | 0.02% | 238 |
|
2021
Q4 | $79K | Hold |
410
| – | – | 0.01% | 248 |
|
2021
Q3 | $69K | Hold |
410
| – | – | 0.01% | 261 |
|
2021
Q2 | $71K | Hold |
410
| – | – | 0.01% | 265 |
|
2021
Q1 | $65K | Hold |
410
| – | – | 0.01% | 264 |
|
2020
Q4 | $62K | Buy |
+410
| New | +$62K | 0.01% | 258 |
|