TrueWealth LLC’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $157K | Hold |
1,212
| – | – | 0.07% | 157 |
|
|
2020
Q1 | $161K | Sell |
1,212
-102
| -8% | -$13.6K | 0.08% | 139 |
|
|
2019
Q4 | $193K | Hold |
1,314
| – | – | 0.08% | 141 |
|
|
2019
Q3 | $204K | Hold |
1,314
| – | – | 0.09% | 130 |
|
|
2019
Q2 | $176K | Hold |
1,314
| – | – | 0.08% | 147 |
|
|
2019
Q1 | $151K | Sell |
1,314
-101
| -7% | -$11.6K | 0.07% | 157 |
|
|
2018
Q4 | $152K | Buy |
1,415
+16
| +1% | +$1.72K | 0.08% | 150 |
|
|
2018
Q3 | $143K | Sell |
1,399
-22
| -2% | -$2.25K | 0.07% | 164 |
|
|
2018
Q2 | $132K | Buy |
1,421
+421
| +42% | +$39.1K | 0.06% | 170 |
|
|
2018
Q1 | $99K | Hold |
1,000
| – | – | 0.05% | 191 |
|
|
2017
Q4 | $114K | Buy |
+1,000
| New | +$114K | 0.05% | 194 |
|