1919 Variable Socially Responsive Balanced Fund HSY Holdings History
Number of Shares
1,325.00
Current Holdings Value*
$247,030.00
% of Portfolio
0.98%
Total Estimate Gain
$-33,098.50
% of Total Estimate Gain
-13.18%
1919 Variable Socially Responsive Balanced Fund's The Hershey Co Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 1,325.00 shares of The Hershey Co(HSY), totaling $247,030.00. This investment constitutes 0.98% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding The Hershey Co(HSY) stock.
The initial trade took place in 2023Q4. And since then 1919 Variable Socially Responsive Balanced Fund has made 1 purchases of HSY, at an average price of $189.48, for a total of 1,325.00 shares. Based on historical transaction data and HSY's current price of $164.50, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his HSY holdings is $-33,098.50, reflecting a -13.18% gain to date.
1919 Variable Socially Responsive Balanced Fund HSY ($164.50) Holding Chart
1919 Variable Socially Responsive Balanced Fund HSY ($164.50) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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