SA
Stewardship Advisors’s Hershey HSY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,069
| Closed | -$485K | – | 53 |
|
2021
Q1 | $485K | Hold |
3,069
| – | – | 0.19% | 36 |
|
2020
Q4 | $468K | Hold |
3,069
| – | – | 0.19% | 36 |
|
2020
Q3 | $462K | Hold |
3,069
| – | – | 0.23% | 27 |
|
2020
Q2 | $398K | Hold |
3,069
| – | – | 0.22% | 26 |
|
2020
Q1 | $407K | Sell |
3,069
-100
| -3% | -$13.3K | 0.26% | 32 |
|
2019
Q4 | $466K | Buy |
+3,169
| New | +$466K | 0.29% | 33 |
|