Tradition Wealth Management’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-565
| Closed | -$105K | – | 750 |
|
2023
Q4 | $105K | Sell |
565
-9
| -2% | -$1.67K | 0.01% | 456 |
|
2023
Q3 | $115K | Buy |
574
+208
| +57% | +$41.7K | 0.01% | 408 |
|
2023
Q2 | $92K | Buy |
366
+30
| +9% | +$7.54K | 0.01% | 468 |
|
2023
Q1 | $86K | Buy |
+336
| New | +$86K | 0.01% | 485 |
|
2021
Q3 | – | Sell |
-58
| Closed | -$10K | – | 1183 |
|
2021
Q2 | $10K | Buy |
+58
| New | +$10K | ﹤0.01% | 948 |
|
2021
Q1 | – | Sell |
-57
| Closed | -$9K | – | 897 |
|
2020
Q4 | $9K | Buy |
+57
| New | +$9K | ﹤0.01% | 763 |
|