Roosevelt Investment Group’s HSBC Holdings plc HSEB.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$613K Hold
2017
Q4
$630K Hold
2017
Q3
$633K Hold
2017
Q2
$629K Sell
2017
Q1
$667K Sell
2016
Q4
$907K Sell
2016
Q3
$1.6M Sell
2016
Q2
$1.64M Sell
2016
Q1
$1.62M Sell
2015
Q4
$1.75M Buy
2015
Q3
$1.58M Hold
2015
Q2
$1.6M Buy
2015
Q1
$1.62M Sell
2014
Q4
$1.67M Sell
2014
Q3
$1.68M Sell
2014
Q2
$2.31M Hold
2014
Q1
$2.3M Sell
2013
Q4
$2.33M Sell
2013
Q3
$2.44M Buy
2013
Q2
$2.21M Buy