TD Ameritrade Investment Management’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 |
-33
| Closed | -$8K | – | 206 |
|
2023
Q2 | $8K | Sell |
33
-9
| -21% | -$2.18K | ﹤0.01% | 364 |
|
2023
Q1 | $11K | Sell |
42
-9
| -18% | -$2.36K | ﹤0.01% | 365 |
|
2022
Q4 | $12K | Buy |
+51
| New | +$12K | ﹤0.01% | 367 |
|
2022
Q3 | – | Sell |
-323
| Closed | -$69K | – | 615 |
|
2022
Q2 | $69K | Sell |
323
-297
| -48% | -$63.4K | ﹤0.01% | 276 |
|
2022
Q1 | $134K | Sell |
620
-30
| -5% | -$6.48K | ﹤0.01% | 268 |
|
2021
Q4 | $126K | Buy |
650
+281
| +76% | +$54.5K | ﹤0.01% | 273 |
|
2021
Q3 | $53K | Sell |
369
-286
| -44% | -$41.1K | ﹤0.01% | 322 |
|
2021
Q2 | $114K | Buy |
655
+284
| +77% | +$49.4K | ﹤0.01% | 273 |
|
2021
Q1 | $57K | Hold |
371
| – | – | ﹤0.01% | 320 |
|
2020
Q4 | $57K | Buy |
371
+2
| +0.5% | +$307 | ﹤0.01% | 320 |
|
2020
Q3 | $53K | Sell |
369
-7
| -2% | -$1.01K | ﹤0.01% | 322 |
|
2020
Q2 | $49K | Buy |
376
+18
| +5% | +$2.35K | ﹤0.01% | 311 |
|
2020
Q1 | $47K | Buy |
358
+24
| +7% | +$3.15K | ﹤0.01% | 300 |
|
2019
Q4 | $49K | Sell |
334
-2
| -0.6% | -$293 | ﹤0.01% | 317 |
|
2019
Q3 | $52K | Sell |
336
-23
| -6% | -$3.56K | ﹤0.01% | 285 |
|
2019
Q2 | $48K | Sell |
359
-198
| -36% | -$26.5K | ﹤0.01% | 264 |
|
2019
Q1 | $64K | Buy |
+557
| New | +$64K | ﹤0.01% | 221 |
|