New Potomac Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.8K | Buy |
+150
| New | +$28.8K | 0.01% | 132 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$22K | – | 87 |
|
|
2020
Q3 | $22K | Hold |
150
| – | – | 0.02% | 103 |
|
|
2020
Q2 | $19K | Hold |
150
| – | – | 0.02% | 108 |
|
|
2020
Q1 | $20K | Hold |
150
| – | – | 0.02% | 106 |
|
|
2019
Q4 | $22K | Hold |
150
| – | – | 0.02% | 111 |
|
|
2019
Q3 | $23K | Hold |
150
| – | – | 0.02% | 110 |
|
|
2019
Q2 | $20K | Hold |
150
| – | – | 0.02% | 116 |
|
|
2019
Q1 | $17K | Hold |
150
| – | – | 0.02% | 118 |
|
|
2018
Q4 | $16K | Sell |
150
-9,115
| -98% | -$972K | 0.02% | 129 |
|
|
2018
Q3 | $945K | Sell |
9,265
-4,585
| -33% | -$468K | 0.88% | 45 |
|
|
2018
Q2 | $1.29M | Sell |
13,850
-3,520
| -20% | -$328K | 1.25% | 38 |
|
|
2018
Q1 | $1.72M | Sell |
17,370
-555
| -3% | -$54.9K | 1.69% | 30 |
|
|
2017
Q4 | $2.04M | Buy |
+17,925
| New | +$2.04M | 1.94% | 19 |
|