Rational Equity Armor Fund HSBC Holdings History
Number of Shares
18,037.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
3%
Total Estimate Gain
$130,587.88
% of Total Estimate Gain
13.24%
Rational Equity Armor Fund's HSBC Holdings PLC Holding Summary
As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 18,037.00 shares of HSBC Holdings PLC(HSBC), totaling $1.04 Mil. This investment constitutes 3% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding HSBC Holdings PLC(HSBC) stock.
The initial trade took place in 2025Q1. And since then Rational Equity Armor Fund has made 1 purchases of HSBC, at an average price of $54.67, for a total of 18,037.00 shares. Based on historical transaction data and HSBC's current price of $61.91, Rational Equity Armor Fund's estimated gain on his HSBC holdings is $130,587.88, reflecting a 13.24% gain to date.
Rational Equity Armor Fund HSBC ($61.91) Holding Chart
Rational Equity Armor Fund HSBC ($61.91) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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