First Trust Direct Indexing’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,393
| Closed | -$842K | – | 411 |
|
|
2024
Q3 | $842K | Buy |
4,393
+351
| +9% | +$67.3K | 0.05% | 405 |
|
|
2024
Q2 | $743K | Sell |
4,042
-1,383
| -25% | -$254K | 0.05% | 393 |
|
|
2024
Q1 | $1.06M | Buy |
5,425
+300
| +6% | +$58.4K | 0.08% | 283 |
|
|
2023
Q4 | $956K | Buy |
5,125
+176
| +4% | +$32.8K | 0.09% | 268 |
|
|
2023
Q3 | $990K | Sell |
4,949
-934
| -16% | -$187K | 0.11% | 203 |
|
|
2023
Q2 | $1.47M | Sell |
5,883
-905
| -13% | -$226K | 0.16% | 136 |
|
|
2023
Q1 | $1.73M | Buy |
6,788
+490
| +8% | +$125K | 0.21% | 111 |
|
|
2022
Q4 | $1.46M | Sell |
6,298
-234
| -4% | -$54.2K | 0.19% | 127 |
|
|
2022
Q3 | $1.44M | Buy |
6,532
+99
| +2% | +$21.8K | 0.21% | 114 |
|
|
2022
Q2 | $1.38M | Buy |
6,433
+1,135
| +21% | +$244K | 0.19% | 126 |
|
|
2022
Q1 | $1.15M | Buy |
5,298
+534
| +11% | +$116K | 0.14% | 185 |
|
|
2021
Q4 | $922K | Sell |
4,764
-43
| -0.9% | -$8.32K | 0.12% | 206 |
|
|
2021
Q3 | $814K | Buy |
4,807
+669
| +16% | +$113K | 0.12% | 222 |
|
|
2021
Q2 | $721K | Buy |
4,138
+1,336
| +48% | +$233K | 0.11% | 245 |
|
|
2021
Q1 | $443K | Sell |
2,802
-3
| -0.1% | -$474 | 0.12% | 239 |
|
|
2020
Q4 | $427K | Buy |
+2,805
| New | +$427K | 0.12% | 218 |
|