Independence Trust’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,940
| Closed | -$357K | – | 108 |
|
|
2015
Q2 | $357K | Sell |
8,940
-94
| -1% | -$3.75K | 0.24% | 75 |
|
|
2015
Q1 | $339K | Sell |
9,034
-210
| -2% | -$7.88K | 0.21% | 81 |
|
|
2014
Q4 | $376K | Hold |
9,244
| – | – | 0.23% | 78 |
|
|
2014
Q3 | $405K | Hold |
9,244
| – | – | 0.27% | 63 |
|
|
2014
Q2 | $405K | Buy |
9,244
+313
| +4% | +$13.7K | 0.26% | 73 |
|
|
2014
Q1 | $391K | Buy |
8,931
+558
| +7% | +$24.4K | 0.27% | 68 |
|
|
2013
Q4 | $398K | Sell |
8,373
-76
| -0.9% | -$3.61K | 0.27% | 61 |
|
|
2013
Q3 | $395K | Hold |
8,449
| – | – | 0.29% | 58 |
|
|
2013
Q2 | $378K | Buy |
+8,449
| New | +$378K | 0.27% | 64 |
|