Omnia 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 |
-158
| Closed | -$18K | – | 291 |
|
|
2019
Q1 | $18K | Buy |
158
+123
| +351% | +$14K | 0.01% | 222 |
|
|
2018
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 307 |
|
|
2018
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 325 |
|
|
2018
Q2 | $3K | Sell |
35
-610
| -95% | -$52.3K | ﹤0.01% | 353 |
|
|
2018
Q1 | $64K | Sell |
645
-66
| -9% | -$6.55K | 0.03% | 135 |
|
|
2017
Q4 | $81K | Buy |
711
+66
| +10% | +$7.52K | 0.04% | 126 |
|
|
2017
Q3 | $70K | Sell |
645
-20
| -3% | -$2.17K | 0.03% | 132 |
|
|
2017
Q2 | $71K | Sell |
665
-121
| -15% | -$12.9K | 0.03% | 134 |
|
|
2017
Q1 | $86K | Sell |
786
-105
| -12% | -$11.5K | 0.04% | 130 |
|
|
2016
Q4 | $92K | Buy |
+891
| New | +$92K | 0.05% | 127 |
|