TPB Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,260
| Closed | -$292K | – | 39 |
|
|
2022
Q4 | $292K | Hold |
1,260
| – | – | 0.15% | 40 |
|
|
2022
Q3 | $278K | Sell |
1,260
-180
| -13% | -$39.7K | 0.13% | 39 |
|
|
2022
Q2 | $310K | Buy |
1,440
+180
| +14% | +$38.8K | 0.14% | 42 |
|
|
2022
Q1 | $273K | Hold |
1,260
| – | – | 0.1% | 39 |
|
|
2021
Q4 | $244K | Hold |
1,260
| – | – | 0.12% | 44 |
|
|
2021
Q3 | $213K | Buy |
+1,260
| New | +$213K | 0.15% | 37 |
|