Westshore Wealth’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,100
| Closed | -$220K | – | 100 |
|
|
2023
Q3 | $220K | Sell |
1,100
-900
| -45% | -$180K | 0.12% | 81 |
|
|
2023
Q2 | $499K | Sell |
2,000
-507
| -20% | -$127K | 0.25% | 33 |
|
|
2023
Q1 | $638K | Buy |
2,507
+207
| +9% | +$52.7K | 0.34% | 28 |
|
|
2022
Q4 | $533K | Buy |
+2,300
| New | +$533K | 0.3% | 36 |
|