WEPOG
Wealth Enhancement & Preservation of GA’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $739K | Buy |
2,958
+197
| +7% | +$49.2K | 0.71% | 25 |
|
|
2023
Q1 | $702K | Sell |
2,761
-4
| -0.1% | -$1.02K | 0.84% | 23 |
|
|
2022
Q4 | $640K | Buy |
2,765
+792
| +40% | +$183K | 1.04% | 24 |
|
|
2022
Q3 | $435K | Sell |
1,973
-3,289
| -63% | -$725K | 0.7% | 29 |
|
|
2022
Q2 | $1.14M | Sell |
5,262
-1,883
| -26% | -$408K | 1.21% | 24 |
|
|
2022
Q1 | $1.55M | Sell |
7,145
-9
| -0.1% | -$1.95K | 1.19% | 20 |
|
|
2021
Q4 | $1.38M | Buy |
7,154
+100
| +1% | +$19.3K | 0.93% | 27 |
|
|
2021
Q3 | $1.19M | Buy |
7,054
+436
| +7% | +$73.8K | 0.92% | 28 |
|
|
2021
Q2 | $1.15M | Buy |
6,618
+255
| +4% | +$44.4K | 0.85% | 29 |
|
|
2021
Q1 | $1.01M | Buy |
6,363
+57
| +0.9% | +$9.06K | 0.78% | 35 |
|
|
2020
Q4 | $961K | Buy |
+6,306
| New | +$961K | 0.83% | 32 |
|