Financial Gravity Asset Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-35
| Closed | -$6.95K | – | 1946 |
|
2024
Q1 | $6.95K | Buy |
+35
| New | +$6.95K | ﹤0.01% | 798 |
|
2023
Q4 | – | Hold |
0
| – | -$6 | – | 1466 |
|
2023
Q3 | – | Sell |
-250
| Closed | -$5.07K | – | 1186 |
|
2023
Q2 | $5.07K | Buy |
+250
| New | +$5.07K | 0.01% | 476 |
|
2023
Q1 | – | Sell |
-232
| Closed | -$2.8K | – | 1374 |
|
2022
Q4 | $2.8K | Buy |
232
+12
| +5% | +$145 | 0.01% | 489 |
|
2022
Q3 | $3 | Buy |
+220
| New | +$3 | ﹤0.01% | 806 |
|
2020
Q2 | – | Sell |
-1
| Closed | -$183 | – | 398 |
|
2020
Q1 | $183 | Sell |
1
-16
| -94% | -$2.93K | ﹤0.01% | 759 |
|
2019
Q4 | $147K | Sell |
17
-4
| -19% | -$34.6K | 0.1% | 190 |
|
2019
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 815 |
|
2019
Q2 | – | Sell |
-27
| Closed | -$3K | – | 1433 |
|
2019
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 838 |
|