JWM
HSEA.CL
Jacobus Wealth Management’s HSBC Holdings plc HSEA.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,000
| Closed | -$105K | – | 325 |
|
|
2015
Q1 | $105K | Hold |
4,000
| – | – | 0.03% | 293 |
|
|
2014
Q4 | $106K | Hold |
4,000
| – | – | 0.03% | 287 |
|
|
2014
Q3 | $104K | Hold |
4,000
| – | – | 0.03% | 299 |
|
|
2014
Q2 | $105K | Hold |
4,000
| – | – | 0.03% | 306 |
|
|
2014
Q1 | $104K | Hold |
4,000
| – | – | 0.03% | 300 |
|
|
2013
Q4 | $103K | Hold |
4,000
| – | – | 0.03% | 301 |
|
|
2013
Q3 | $103K | Hold |
4,000
| – | – | 0.04% | 247 |
|
|
2013
Q2 | $101K | Buy |
+4,000
| New | +$101K | 0.04% | 232 |
|