WealthShield Partners’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 |
-831
| Closed | -$207K | – | 493 |
|
|
2023
Q2 | $207K | Buy |
831
+1
| +0.1% | +$250 | 0.03% | 288 |
|
|
2023
Q1 | $211K | Sell |
830
-200
| -19% | -$50.9K | 0.03% | 287 |
|
|
2022
Q4 | $239K | Sell |
1,030
-120
| -10% | -$27.8K | 0.05% | 266 |
|
|
2022
Q3 | $254K | Hold |
1,150
| – | – | 0.05% | 261 |
|
|
2022
Q2 | $247K | Sell |
1,150
-68
| -6% | -$14.6K | 0.05% | 267 |
|
|
2022
Q1 | $264K | Sell |
1,218
-68
| -5% | -$14.7K | 0.04% | 296 |
|
|
2021
Q4 | $249K | Buy |
+1,286
| New | +$249K | 0.04% | 253 |
|
|
2021
Q3 | – | Sell |
-1,127
| Closed | -$196K | – | 455 |
|
|
2021
Q2 | $196K | Buy |
1,127
+25
| +2% | +$4.35K | 0.03% | 262 |
|
|
2021
Q1 | $174K | Buy |
+1,102
| New | +$174K | 0.03% | 272 |
|