Havens Advisors’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 |
-54,956
| Closed | -$2.24M | – | 32 |
|
|
2014
Q4 | $2.24M | Hold |
54,956
| – | – | 1.39% | 24 |
|
|
2014
Q3 | $2.41M | Hold |
54,956
| – | – | 1.33% | 25 |
|
|
2014
Q2 | $2.41M | Hold |
54,956
| – | – | 1.74% | 18 |
|
|
2014
Q1 | $2.43M | Hold |
54,956
| – | – | 2.48% | 18 |
|
|
2013
Q4 | $2.61M | Hold |
54,956
| – | – | 2.07% | 21 |
|
|
2013
Q3 | $2.57M | Hold |
54,956
| – | – | 1.43% | 25 |
|
|
2013
Q2 | $2.46M | Buy |
+54,956
| New | +$2.46M | 1.92% | 19 |
|