Evolution Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$3K | – | 368 |
|
|
2021
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 607 |
|
|
2021
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 501 |
|
|
2020
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 481 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$3K | – | 464 |
|
|
2019
Q4 | $3K | Buy |
20
+1
| +5% | +$150 | ﹤0.01% | 508 |
|
|
2019
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 365 |
|
|
2019
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 346 |
|