Mosaic Family Wealth’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 |
-100
| Closed | -$11K | – | 367 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 540 |
|
|
2018
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2017
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
|
2017
Q3 | $11K | Hold |
100
| – | – | ﹤0.01% | 546 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2016
Q4 | $10K | Sell |
100
-100
| -50% | -$10K | ﹤0.01% | 495 |
|
|
2016
Q3 | $19K | Hold |
200
| – | – | 0.01% | 446 |
|
|
2016
Q2 | $23K | Hold |
200
| – | – | 0.01% | 423 |
|
|
2016
Q1 | $18K | Hold |
200
| – | – | 0.01% | 451 |
|
|
2015
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 468 |
|