Gratry & Company’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-114,642
| Closed | -$5.45M | – | 67 |
|
2014
Q4 | $5.45M | Buy |
+114,642
| New | +$5.45M | 1.78% | 32 |
|
2014
Q1 | – | Sell |
-114,642
| Closed | -$5.45M | – | 65 |
|
2013
Q4 | $5.45M | Sell |
114,642
-47,760
| -29% | -$2.27M | 1.78% | 32 |
|
2013
Q3 | $7.59M | Buy |
162,402
+2,117
| +1% | +$99K | 2.68% | 13 |
|
2013
Q2 | $7.17M | Buy |
+160,285
| New | +$7.17M | 2.79% | 10 |
|