Freestone Capital Holdings’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,919
| Closed | -$416K | – | 500 |
|
2022
Q1 | $416K | Buy |
1,919
+837
| +77% | +$181K | 0.02% | 396 |
|
2021
Q4 | $209K | Buy |
+1,082
| New | +$209K | 0.01% | 469 |
|
2021
Q1 | – | Sell |
-76
| Closed | -$11.6K | – | 698 |
|
2020
Q4 | $11.6K | Hold |
76
| – | – | ﹤0.01% | 828 |
|
2020
Q3 | $10.9K | Buy |
+76
| New | +$10.9K | ﹤0.01% | 728 |
|
2019
Q3 | – | Sell |
-2,287
| Closed | -$307 | – | 380 |
|
2019
Q2 | $307 | Buy |
+2,287
| New | +$307 | 0.01% | 319 |
|
2013
Q4 | – | Sell |
-8,673
| Closed | -$803K | – | 319 |
|
2013
Q3 | $803K | Buy |
+8,673
| New | +$803K | 0.14% | 145 |
|