Hamel Associates’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 |
-13,172
| Closed | -$536K | – | 95 |
|
|
2014
Q4 | $536K | Sell |
13,172
-7,022
| -35% | -$286K | 0.35% | 67 |
|
|
2014
Q3 | $885K | Hold |
20,194
| – | – | 0.59% | 55 |
|
|
2014
Q2 | $884K | Buy |
20,194
+784
| +4% | +$34.3K | 0.58% | 55 |
|
|
2014
Q1 | $850K | Buy |
+19,410
| New | +$850K | 0.59% | 55 |
|