Wealthstreet Investment Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-466
| Closed | -$81K | – | 80 |
|
|
2021
Q2 | $81K | Sell |
466
-9,086
| -95% | -$1.58M | 0.42% | 53 |
|
|
2021
Q1 | $1.51M | Hold |
9,552
| – | – | 0.15% | 139 |
|
|
2020
Q4 | $1.46M | Sell |
9,552
-50
| -0.5% | -$7.62K | 0.15% | 139 |
|
|
2020
Q3 | $1.38M | Sell |
9,602
-95
| -1% | -$13.6K | 0.15% | 129 |
|
|
2020
Q2 | $1.26M | Sell |
9,697
-26
| -0.3% | -$3.37K | 0.15% | 128 |
|
|
2020
Q1 | $1.29M | Buy |
9,723
+250
| +3% | +$33.1K | 0.19% | 109 |
|
|
2019
Q4 | $1.39M | Sell |
9,473
-100
| -1% | -$14.7K | 0.16% | 123 |
|
|
2019
Q3 | $1.38M | Buy |
9,573
+278
| +3% | +$40K | 0.18% | 117 |
|
|
2019
Q2 | $1.25M | Sell |
9,295
-105
| -1% | -$14.1K | 0.16% | 123 |
|
|
2019
Q1 | $1.08M | Hold |
9,400
| – | – | 0.14% | 137 |
|
|
2018
Q4 | $987K | Sell |
9,400
-670
| -7% | -$70.4K | 0.14% | 138 |
|
|
2018
Q3 | $1.03M | Hold |
10,070
| – | – | 0.13% | 152 |
|
|
2018
Q2 | $937K | Hold |
10,070
| – | – | 0.12% | 157 |
|
|
2018
Q1 | $997K | Sell |
10,070
-68
| -0.7% | -$6.73K | 0.13% | 153 |
|
|
2017
Q4 | $1.15M | Buy |
+10,138
| New | +$1.15M | 0.14% | 146 |
|