Fusion Family Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$322K | – | 192 |
|
|
2018
Q4 | $322K | Hold |
3,000
| – | – | 0.09% | 51 |
|
|
2018
Q3 | $306K | Hold |
3,000
| – | – | 0.08% | 50 |
|
|
2018
Q2 | $279K | Hold |
3,000
| – | – | 0.08% | 55 |
|
|
2018
Q1 | $297K | Hold |
3,000
| – | – | 0.1% | 46 |
|
|
2017
Q4 | $341K | Buy |
+3,000
| New | +$341K | 0.09% | 52 |
|
|
2017
Q3 | – | Sell |
-3,000
| Closed | -$322K | – | 264 |
|
|
2017
Q2 | $322K | Hold |
3,000
| – | – | 0.11% | 54 |
|
|
2017
Q1 | $328K | Hold |
3,000
| – | – | 0.12% | 54 |
|
|
2016
Q4 | $314K | Buy |
+3,000
| New | +$314K | 0.18% | 58 |
|