Scholtz & Company’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-850
| Closed | -$212K | – | 43 |
|
|
2023
Q2 | $212K | Buy |
850
+30
| +4% | +$7.48K | 0.13% | 37 |
|
|
2023
Q1 | $209K | Sell |
820
-163
| -17% | -$41.5K | 0.15% | 33 |
|
|
2022
Q4 | $228K | Buy |
983
+65
| +7% | +$15.1K | 0.16% | 41 |
|
|
2022
Q3 | $201K | Buy |
+918
| New | +$201K | 0.14% | 44 |
|