True Link Financial Advisors’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 |
-935
| Closed | -$233K | – | 109 |
|
|
2023
Q2 | $233K | Hold |
935
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $238K | Hold |
935
| – | – | 0.03% | 113 |
|
|
2022
Q4 | $217K | Hold |
935
| – | – | 0.03% | 112 |
|
|
2022
Q3 | $206K | Hold |
935
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $201K | Hold |
935
| – | – | 0.03% | 121 |
|
|
2022
Q1 | $203K | Buy |
+935
| New | +$203K | 0.03% | 127 |
|
|
2021
Q4 | – | Sell |
-11
| Closed | -$2K | – | 777 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 741 |
|
|
2021
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 676 |
|