Alpha Cubed Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-4,990
| Closed | -$219K | – | 144 |
|
2014
Q3 | $219K | Sell |
4,990
-3,053
| -38% | -$134K | 0.1% | 134 |
|
2014
Q2 | $352K | Sell |
8,043
-144
| -2% | -$6.3K | 0.16% | 136 |
|
2014
Q1 | $359K | Sell |
8,187
-899
| -10% | -$39.4K | 0.19% | 128 |
|
2013
Q4 | $432K | Buy |
+9,086
| New | +$432K | 0.15% | 160 |
|