Grace Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $203K | Buy |
+1,050
| New | +$203K | 0.12% | 141 |
|
|
2021
Q2 | – | Sell |
-850
| Closed | -$134K | – | 175 |
|
|
2021
Q1 | $134K | Hold |
850
| – | – | 0.09% | 170 |
|
|
2020
Q4 | $129K | Sell |
850
-300
| -26% | -$45.5K | 0.08% | 175 |
|
|
2020
Q3 | $164K | Buy |
1,150
+150
| +15% | +$21.4K | 0.13% | 141 |
|
|
2020
Q2 | $130K | Hold |
1,000
| – | – | 0.11% | 145 |
|
|
2020
Q1 | $133K | Sell |
1,000
-200
| -17% | -$26.6K | 0.13% | 117 |
|
|
2019
Q4 | $176K | Sell |
1,200
-500
| -29% | -$73.3K | 0.14% | 125 |
|
|
2019
Q3 | $263K | Hold |
1,700
| – | – | 0.27% | 98 |
|
|
2019
Q2 | $228K | Sell |
1,700
-400
| -19% | -$53.6K | 0.11% | 147 |
|
|
2019
Q1 | $241K | Buy |
2,100
+500
| +31% | +$57.4K | 0.09% | 160 |
|
|
2018
Q4 | $172K | Buy |
1,600
+200
| +14% | +$21.5K | 0.08% | 166 |
|
|
2018
Q3 | $143K | Hold |
1,400
| – | – | 0.06% | 172 |
|
|
2018
Q2 | $130K | Buy |
+1,400
| New | +$130K | 0.05% | 182 |
|