Evoke Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-235
| Closed | -$52K | – | 717 |
|
2022
Q3 | $52K | Hold |
235
| – | – | ﹤0.01% | 513 |
|
2022
Q2 | $51K | Hold |
235
| – | – | ﹤0.01% | 511 |
|
2022
Q1 | $51K | Hold |
235
| – | – | ﹤0.01% | 518 |
|
2021
Q4 | $45K | Buy |
235
+2
| +0.9% | +$383 | ﹤0.01% | 544 |
|
2021
Q3 | $39K | Hold |
233
| – | – | ﹤0.01% | 542 |
|
2021
Q2 | $41K | Hold |
233
| – | – | ﹤0.01% | 548 |
|
2021
Q1 | $37K | Hold |
233
| – | – | ﹤0.01% | 488 |
|
2020
Q4 | $36K | Hold |
233
| – | – | ﹤0.01% | 409 |
|
2020
Q3 | $33K | Sell |
233
-11
| -5% | -$1.56K | ﹤0.01% | 412 |
|
2020
Q2 | $32K | Sell |
244
-15
| -6% | -$1.97K | ﹤0.01% | 403 |
|
2020
Q1 | $34.4K | Sell |
259
-110
| -30% | -$14.6K | ﹤0.01% | 374 |
|
2019
Q4 | $54.3K | Buy |
369
+115
| +45% | +$16.9K | 0.01% | 394 |
|
2019
Q3 | $39.4K | Buy |
+254
| New | +$39.4K | ﹤0.01% | 510 |
|