SFMG Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,807
| Closed | -$1.59M | – | 158 |
|
|
2019
Q4 | $1.59M | Buy |
10,807
+1,488
| +16% | +$219K | 0.19% | 46 |
|
|
2019
Q3 | $1.44M | Buy |
9,319
+3,716
| +66% | +$576K | 0.2% | 39 |
|
|
2019
Q2 | $857K | Buy |
5,603
+1,439
| +35% | +$220K | 0.12% | 56 |
|
|
2019
Q1 | $478K | Buy |
4,164
+1,377
| +49% | +$158K | 0.07% | 83 |
|
|
2018
Q4 | $299K | Buy |
+2,787
| New | +$299K | 0.05% | 104 |
|