WCA
Westover Capital Advisors’s Hershey HSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,688
| Closed | -$219K | – | 137 |
|
|
2020
Q2 | $219K | Sell |
1,688
-225
| -12% | -$29.2K | 0.1% | 105 |
|
|
2020
Q1 | $253K | Sell |
1,913
-215
| -10% | -$28.4K | 0.14% | 98 |
|
|
2019
Q4 | $313K | Sell |
2,128
-5,672
| -73% | -$834K | 0.14% | 107 |
|
|
2019
Q3 | $1.21M | Sell |
7,800
-229
| -3% | -$35.5K | 0.57% | 50 |
|
|
2019
Q2 | $1.08M | Sell |
8,029
-983
| -11% | -$132K | 0.53% | 50 |
|
|
2019
Q1 | $1.04M | Sell |
9,012
-247
| -3% | -$28.4K | 0.54% | 52 |
|
|
2018
Q4 | $992K | Buy |
+9,259
| New | +$992K | 0.62% | 50 |
|