Shelton Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,736
| Closed | -$255K | – | 925 |
|
|
2018
Q2 | $255K | Sell |
5,736
-58
| -1% | -$2.58K | 0.02% | 659 |
|
|
2018
Q1 | $258K | Buy |
+5,794
| New | +$258K | 0.02% | 631 |
|
|
2015
Q1 | – | Sell |
-11,003
| Closed | -$448K | – | 796 |
|
|
2014
Q4 | $448K | Sell |
11,003
-2,667
| -20% | -$109K | 0.05% | 407 |
|
|
2014
Q3 | $599K | Hold |
13,670
| – | – | 0.08% | 277 |
|
|
2014
Q2 | $598K | Hold |
13,670
| – | – | 0.08% | 290 |
|
|
2014
Q1 | $599K | Hold |
13,670
| – | – | 0.09% | 264 |
|
|
2013
Q4 | $649K | Buy |
13,670
+248
| +2% | +$11.8K | 0.1% | 220 |
|
|
2013
Q3 | $628K | Hold |
13,422
| – | – | 0.11% | 209 |
|
|
2013
Q2 | $600K | Buy |
+13,422
| New | +$600K | 0.11% | 196 |
|