Lucia Wealth Services’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $14.2M | Buy |
99,155
+5,188
| +6% | +$744K | 3.33% | 10 |
|
|
2020
Q2 | $12.2M | Buy |
93,967
+14,176
| +18% | +$1.84M | 3.22% | 10 |
|
|
2020
Q1 | $10.6M | Sell |
79,791
-28,634
| -26% | -$3.79M | 3.5% | 9 |
|
|
2019
Q4 | $15.9M | Buy |
108,425
+2,375
| +2% | +$349K | 4.89% | 4 |
|
|
2019
Q3 | $16.4M | Buy |
106,050
+904
| +0.9% | +$140K | 5.47% | 3 |
|
|
2019
Q2 | $14.1M | Sell |
105,146
-2,067
| -2% | -$277K | 4.85% | 4 |
|
|
2019
Q1 | $12.3M | Buy |
107,213
+12,125
| +13% | +$1.39M | 4.22% | 4 |
|
|
2018
Q4 | $10.2M | Sell |
95,088
-12,499
| -12% | -$1.34M | 4.79% | 2 |
|
|
2018
Q3 | $11M | Buy |
107,587
+4,582
| +4% | +$467K | 3.42% | 5 |
|
|
2018
Q2 | $9.59M | Buy |
103,005
+36,674
| +55% | +$3.41M | 4.2% | 4 |
|
|
2018
Q1 | $6.56M | Sell |
66,331
-10,755
| -14% | -$1.06M | 2.13% | 7 |
|
|
2017
Q4 | $8.75M | Buy |
+77,086
| New | +$8.75M | 3.87% | 7 |
|