Santori & Peters Inc’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,699
| Closed | -$258K | – | 67 |
|
2020
Q4 | $258K | Hold |
1,699
| – | – | 0.14% | 68 |
|
2020
Q3 | $243K | Buy |
+1,699
| New | +$243K | 0.16% | 62 |
|
2020
Q2 | – | Sell |
-1,699
| Closed | -$225K | – | 65 |
|
2020
Q1 | $225K | Hold |
1,699
| – | – | 0.19% | 60 |
|
2019
Q4 | $249K | Hold |
1,699
| – | – | 0.16% | 68 |
|
2019
Q3 | $263K | Sell |
1,699
-3,264
| -66% | -$505K | 0.19% | 60 |
|
2019
Q2 | $665K | Buy |
+4,963
| New | +$665K | 0.48% | 27 |
|
2019
Q1 | – | Sell |
-4,963
| Closed | -$531K | – | 66 |
|
2018
Q4 | $531K | Buy |
+4,963
| New | +$531K | 0.47% | 27 |
|
2018
Q1 | – | Sell |
-168
| Closed | -$16K | – | 267 |
|
2017
Q4 | $16K | Buy |
+168
| New | +$16K | 0.01% | 227 |
|