Focused 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
Q3 | – | Sell |
-950
| Closed | -$123K | – | 761 |
|
|
2020
Q2 | $123K | Sell |
950
-50
| -5% | -$6.47K | 0.03% | 188 |
|
|
2020
Q1 | $133K | Hold |
1,000
| – | – | 0.04% | 155 |
|
|
2019
Q4 | $147K | Hold |
1,000
| – | – | 0.03% | 204 |
|
|
2019
Q3 | $155K | Hold |
1,000
| – | – | 0.04% | 170 |
|
|
2019
Q2 | $134K | Hold |
1,000
| – | – | 0.04% | 193 |
|
|
2019
Q1 | $115K | Buy |
+1,000
| New | +$115K | 0.03% | 198 |
|