Keel Point’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,151
| Closed | -$200K | – | 276 |
|
2021
Q2 | $200K | Sell |
1,151
-139
| -11% | -$24.2K | 0.02% | 255 |
|
2021
Q1 | $204K | Sell |
1,290
-370
| -22% | -$58.5K | 0.02% | 257 |
|
2020
Q4 | $253K | Sell |
1,660
-253
| -13% | -$38.6K | 0.02% | 207 |
|
2020
Q3 | $274K | Buy |
1,913
+115
| +6% | +$16.5K | 0.02% | 174 |
|
2020
Q2 | $233K | Sell |
1,798
-27
| -1% | -$3.5K | 0.02% | 171 |
|
2020
Q1 | $242K | Sell |
1,825
-53
| -3% | -$7.03K | 0.03% | 154 |
|
2019
Q4 | $276K | Hold |
1,878
| – | – | 0.03% | 162 |
|
2019
Q3 | $291K | Sell |
1,878
-607
| -24% | -$94.1K | 0.04% | 148 |
|
2019
Q2 | $333K | Sell |
2,485
-43
| -2% | -$5.76K | 0.04% | 150 |
|
2019
Q1 | $290K | Buy |
2,528
+144
| +6% | +$16.5K | 0.03% | 155 |
|
2018
Q4 | $255K | Buy |
+2,384
| New | +$255K | 0.03% | 167 |
|