Wills Financial Group’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-3,071
| Closed | -$440K | – | 57 |
|
2020
Q3 | $440K | Sell |
3,071
-1,400
| -31% | -$201K | 0.26% | 43 |
|
2020
Q2 | $580K | Sell |
4,471
-20
| -0.4% | -$2.59K | 0.36% | 42 |
|
2020
Q1 | $595K | Buy |
4,491
+2,030
| +82% | +$269K | 0.42% | 41 |
|
2019
Q4 | $361K | Buy |
+2,461
| New | +$361K | 0.21% | 52 |
|