SIA
Schechter Investment Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,060
| Closed | -$212K | – | 670 |
|
|
2023
Q3 | $212K | Sell |
1,060
-306
| -22% | -$61.2K | 0.02% | 533 |
|
|
2023
Q2 | $341K | Sell |
1,366
-37
| -3% | -$9.24K | 0.03% | 464 |
|
|
2023
Q1 | $357K | Sell |
1,403
-88
| -6% | -$22.4K | 0.03% | 485 |
|
|
2022
Q4 | $345K | Buy |
1,491
+12
| +0.8% | +$2.78K | 0.03% | 594 |
|
|
2022
Q3 | $326K | Buy |
1,479
+39
| +3% | +$8.6K | 0.03% | 670 |
|
|
2022
Q2 | $310K | Buy |
1,440
+143
| +11% | +$30.8K | 0.03% | 696 |
|
|
2022
Q1 | $281K | Buy |
+1,297
| New | +$281K | 0.03% | 726 |
|