IBEX Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-24
| Closed | -$4K | – | 297 |
|
2021
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 410 |
|
2019
Q3 | – | Sell |
-817
| Closed | -$109K | – | 186 |
|
2019
Q2 | $109K | Buy |
+817
| New | +$109K | 0.03% | 156 |
|
2017
Q1 | – | Sell |
-86
| Closed | -$9K | – | 200 |
|
2016
Q4 | $9K | Buy |
+86
| New | +$9K | ﹤0.01% | 301 |
|