Haverford Trust 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 |
-5,004
| Closed | -$204K | – | 233 |
|
|
2014
Q4 | $204K | Hold |
5,004
| – | – | 0.01% | 225 |
|
|
2014
Q3 | $219K | Buy |
+5,004
| New | +$219K | 0.01% | 212 |
|
|
2014
Q1 | – | Sell |
-33,206
| Closed | -$1.58M | – | 231 |
|
|
2013
Q4 | $1.58M | Hold |
33,206
| – | – | 0.04% | 109 |
|
|
2013
Q3 | $1.55M | Hold |
33,206
| – | – | 0.06% | 84 |
|
|
2013
Q2 | $1.49M | Buy |
+33,206
| New | +$1.49M | 0.05% | 104 |
|