TFO Wealth Partners’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1
| Closed | -$195 | – | 377 |
|
2024
Q1 | $195 | Hold |
1
| – | – | ﹤0.01% | 493 |
|
2023
Q4 | $186 | Sell |
1
-3
| -75% | -$558 | ﹤0.01% | 662 |
|
2023
Q3 | $999 | Buy |
4
+3
| +300% | +$749 | ﹤0.01% | 284 |
|
2023
Q2 | $250 | Hold |
1
| – | – | ﹤0.01% | 449 |
|
2023
Q1 | $254 | Sell |
1
-280
| -100% | -$71.1K | ﹤0.01% | 418 |
|
2022
Q4 | $2.39K | Buy |
+281
| New | +$2.39K | ﹤0.01% | 233 |
|
2022
Q3 | – | Sell |
-18
| Closed | -$4K | – | 290 |
|
2022
Q2 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 225 |
|