Sheaff Brock Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,900
| Closed | -$1.38M | – | 484 |
|
2023
Q3 | $1.38M | Buy |
6,900
+8
| +0.1% | +$1.6K | 0.13% | 126 |
|
2023
Q2 | $1.72M | Sell |
6,892
-67
| -1% | -$16.7K | 0.14% | 110 |
|
2023
Q1 | $1.77M | Buy |
6,959
+3
| +0% | +$763 | 0.16% | 105 |
|
2022
Q4 | $1.61M | Buy |
6,956
+99
| +1% | +$22.9K | 0.16% | 107 |
|
2022
Q3 | $1.51M | Buy |
+6,857
| New | +$1.51M | 0.16% | 105 |
|