Icon Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-521
| Closed | -$60K | – | 434 |
|
2019
Q1 | $60K | Buy |
+521
| New | +$60K | 0.02% | 314 |
|
2018
Q3 | – | Sell |
-535
| Closed | -$50K | – | 463 |
|
2018
Q2 | $50K | Buy |
+535
| New | +$50K | 0.02% | 382 |
|
2018
Q1 | – | Sell |
-333
| Closed | -$38K | – | 465 |
|
2017
Q4 | $38K | Buy |
+333
| New | +$38K | 0.02% | 476 |
|