Sterling Financial Planning’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 |
-845
| Closed | -$211K | – | 94 |
|
|
2023
Q2 | $211K | Hold |
845
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $215K | Buy |
+845
| New | +$215K | 0.12% | 93 |
|
|
2021
Q4 | – | Sell |
-900
| Closed | -$152K | – | 228 |
|
|
2021
Q3 | $152K | Hold |
900
| – | – | 0.1% | 102 |
|
|
2021
Q2 | $157K | Hold |
900
| – | – | 0.1% | 96 |
|
|
2021
Q1 | $142K | Sell |
900
-150
| -14% | -$23.7K | 0.1% | 93 |
|
|
2020
Q4 | $160K | Buy |
+1,050
| New | +$160K | 0.13% | 83 |
|