Howe & Rusling’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-54
| Closed | -$12K | – | 644 |
|
|
2022
Q3 | $12K | Buy |
+54
| New | +$12K | ﹤0.01% | 507 |
|
|
2020
Q2 | – | Sell |
-3,000
| Closed | -$398K | – | 846 |
|
|
2020
Q1 | $398K | Sell |
3,000
-3,000
| -50% | -$398K | 0.09% | 110 |
|
|
2019
Q4 | $882K | Hold |
6,000
| – | – | 0.15% | 103 |
|
|
2019
Q3 | $930K | Hold |
6,000
| – | – | 0.16% | 103 |
|
|
2019
Q2 | $804K | Sell |
6,000
-46
| -0.8% | -$6.16K | 0.14% | 105 |
|
|
2019
Q1 | $694K | Buy |
6,046
+6,000
| +13,043% | +$689K | 0.12% | 116 |
|
|
2018
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 539 |
|
|
2018
Q2 | – | Sell |
-48
| Closed | -$5K | – | 869 |
|
|
2018
Q1 | $5K | Sell |
48
-88
| -65% | -$9.17K | ﹤0.01% | 612 |
|
|
2017
Q4 | $15K | Hold |
136
| – | – | ﹤0.01% | 413 |
|
|
2017
Q3 | $15K | Sell |
136
-118
| -46% | -$13K | ﹤0.01% | 414 |
|
|
2017
Q2 | $27K | Sell |
254
-254
| -50% | -$27K | 0.01% | 337 |
|
|
2017
Q1 | $55K | Buy |
508
+390
| +331% | +$42.2K | 0.01% | 252 |
|
|
2016
Q4 | $12K | Hold |
118
| – | – | ﹤0.01% | 454 |
|
|
2016
Q3 | $11K | Buy |
+118
| New | +$11K | ﹤0.01% | 485 |
|
|
2014
Q3 | – | Sell |
-2
| Closed | – | – | 905 |
|
|
2014
Q2 | $0 | Sell |
2
-6,000
| -100% | – | ﹤0.01% | 875 |
|
|
2014
Q1 | $627K | Buy |
+6,002
| New | +$627K | 0.15% | 89 |
|
|
2013
Q3 | – | Sell |
-6,000
| Closed | -$536K | – | 902 |
|
|
2013
Q2 | $536K | Buy |
+6,000
| New | +$536K | 0.15% | 103 |
|