Michael J. Puzo’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,642
| Closed | -$204K | – | 89 |
|
|
2014
Q3 | $204K | Hold |
4,642
| – | – | 0.14% | 80 |
|
|
2014
Q2 | $203K | Hold |
4,642
| – | – | 0.14% | 74 |
|
|
2014
Q1 | $203K | Hold |
4,642
| – | – | 0.15% | 70 |
|
|
2013
Q4 | $221K | Sell |
4,642
-2,118
| -31% | -$101K | 0.16% | 72 |
|
|
2013
Q3 | $316K | Hold |
6,760
| – | – | 0.26% | 61 |
|
|
2013
Q2 | $302K | Buy |
+6,760
| New | +$302K | 0.27% | 62 |
|