Optimum Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$11K | – | 787 |
|
|
2022
Q3 | $11K | Hold |
50
| – | – | 0.01% | 574 |
|
|
2022
Q2 | $11K | Hold |
50
| – | – | 0.01% | 594 |
|
|
2022
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 636 |
|
|
2021
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 677 |
|
|
2021
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 756 |
|
|
2021
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 746 |
|
|
2020
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 724 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 720 |
|
|
2019
Q4 | $7K | Sell |
50
-30
| -38% | -$4.2K | ﹤0.01% | 814 |
|
|
2019
Q3 | $12K | Hold |
80
| – | – | ﹤0.01% | 752 |
|
|
2019
Q2 | $11K | Hold |
80
| – | – | ﹤0.01% | 772 |
|
|
2019
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 826 |
|
|
2018
Q4 | $9K | Hold |
80
| – | – | ﹤0.01% | 774 |
|
|
2018
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 874 |
|
|
2018
Q2 | $7K | Sell |
80
-20
| -20% | -$1.75K | ﹤0.01% | 888 |
|
|
2018
Q1 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 823 |
|
|
2015
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 801 |
|
|
2014
Q4 | $10K | Sell |
100
-420
| -81% | -$42K | ﹤0.01% | 839 |
|
|
2014
Q3 | $50K | Hold |
520
| – | – | 0.02% | 477 |
|
|
2014
Q2 | $51K | Hold |
520
| – | – | 0.02% | 480 |
|
|
2014
Q1 | $54K | Hold |
520
| – | – | 0.02% | 388 |
|
|
2013
Q4 | $51K | Hold |
520
| – | – | 0.02% | 392 |
|
|
2013
Q3 | $48K | Buy |
+520
| New | +$48K | 0.02% | 375 |
|