Latitude Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,683
| Closed | -$365K | – | 207 |
|
2022
Q1 | $365K | Sell |
1,683
-2,673
| -61% | -$580K | 0.08% | 230 |
|
2021
Q4 | $843K | Buy |
4,356
+573
| +15% | +$111K | 0.24% | 90 |
|
2021
Q3 | $640K | Buy |
3,783
+1,987
| +111% | +$336K | 0.2% | 100 |
|
2021
Q2 | $313K | Buy |
1,796
+133
| +8% | +$23.2K | 0.23% | 105 |
|
2021
Q1 | $263K | Buy |
+1,663
| New | +$263K | 0.22% | 119 |
|