Eads & Heald Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,611
| Closed | -$213K | – | 122 |
|
|
2020
Q1 | $213K | Sell |
1,611
-115
| -7% | -$15.2K | 0.15% | 118 |
|
|
2019
Q4 | $254K | Hold |
1,726
| – | – | 0.13% | 124 |
|
|
2019
Q3 | $268K | Hold |
1,726
| – | – | 0.15% | 118 |
|
|
2019
Q2 | $231K | Sell |
1,726
-200
| -10% | -$26.8K | 0.13% | 122 |
|
|
2019
Q1 | $221K | Hold |
1,926
| – | – | 0.13% | 125 |
|
|
2018
Q4 | $206K | Buy |
+1,926
| New | +$206K | 0.14% | 122 |
|
|
2018
Q1 | – | Sell |
-1,946
| Closed | -$221K | – | 128 |
|
|
2017
Q4 | $221K | Hold |
1,946
| – | – | 0.13% | 122 |
|
|
2017
Q3 | $212K | Hold |
1,946
| – | – | 0.13% | 126 |
|
|
2017
Q2 | $209K | Hold |
1,946
| – | – | 0.13% | 124 |
|
|
2017
Q1 | $213K | Sell |
1,946
-20
| -1% | -$2.19K | 0.14% | 124 |
|
|
2016
Q4 | $203K | Buy |
+1,966
| New | +$203K | 0.14% | 124 |
|
|
2016
Q3 | – | Sell |
-1,966
| Closed | -$223K | – | 133 |
|
|
2016
Q2 | $223K | Buy |
+1,966
| New | +$223K | 0.15% | 122 |
|