NovaPoint Capital’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,104
| Closed | -$215K | – | 137 |
|
|
2024
Q1 | $215K | Sell |
1,104
-116
| -10% | -$22.6K | 0.08% | 132 |
|
|
2023
Q4 | $227K | Hold |
1,220
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $244K | Hold |
1,220
| – | – | 0.1% | 115 |
|
|
2023
Q2 | $305K | Buy |
1,220
+100
| +9% | +$25K | 0.11% | 102 |
|
|
2023
Q1 | $285K | Buy |
+1,120
| New | +$285K | 0.12% | 103 |
|
|
2022
Q1 | – | Sell |
-1,250
| Closed | -$242K | – | 139 |
|
|
2021
Q4 | $242K | Sell |
1,250
-16
| -1% | -$3.1K | 0.09% | 126 |
|
|
2021
Q3 | $214K | Buy |
1,266
+16
| +1% | +$2.71K | 0.09% | 123 |
|
|
2021
Q2 | $218K | Buy |
+1,250
| New | +$218K | 0.09% | 115 |
|