Jackson Creek Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,571
| Closed | -$714K | – | 328 |
|
|
2023
Q3 | $714K | Sell |
3,571
-66
| -2% | -$13.2K | 0.3% | 184 |
|
|
2023
Q2 | $908K | Sell |
3,637
-934
| -20% | -$233K | 0.36% | 135 |
|
|
2023
Q1 | $1.16M | Sell |
4,571
-8
| -0.2% | -$2.04K | 0.49% | 27 |
|
|
2022
Q4 | $1.06M | Sell |
4,579
-164
| -3% | -$38K | 0.47% | 23 |
|
|
2022
Q3 | $1.05M | Sell |
4,743
-67
| -1% | -$14.8K | 0.49% | 27 |
|
|
2022
Q2 | $1.1M | Sell |
4,810
-846
| -15% | -$193K | 0.44% | 45 |
|
|
2022
Q1 | $1.23M | Sell |
5,656
-235
| -4% | -$50.9K | 0.45% | 54 |
|
|
2021
Q4 | $1.14M | Sell |
5,891
-96
| -2% | -$18.6K | 0.41% | 93 |
|
|
2021
Q3 | $1.01M | Sell |
5,987
-241
| -4% | -$40.8K | 0.38% | 142 |
|
|
2021
Q2 | $1.09M | Buy |
6,228
+4,317
| +226% | +$752K | 0.4% | 104 |
|
|
2021
Q1 | $302K | Buy |
+1,911
| New | +$302K | 0.1% | 281 |
|