Tilia Fiduciary Partners’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 |
-639
| Closed | -$160K | – | 252 |
|
|
2023
Q2 | $160K | Hold |
639
| – | – | 0.14% | 102 |
|
|
2023
Q1 | $162K | Buy |
639
+1
| +0.2% | +$254 | 0.15% | 101 |
|
|
2022
Q4 | $148K | Hold |
638
| – | – | 0.14% | 115 |
|
|
2022
Q3 | $144K | Buy |
638
+1
| +0.2% | +$226 | 0.15% | 111 |
|
|
2022
Q2 | $140K | Hold |
637
| – | – | 0.13% | 112 |
|
|
2022
Q1 | $138K | Hold |
637
| – | – | 0.12% | 126 |
|
|
2021
Q4 | $123K | Buy |
+637
| New | +$123K | 0.1% | 138 |
|