Abner Herrman & Brock’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 |
-4,706
| Closed | -$209K | – | 131 |
|
|
2018
Q2 | $209K | Sell |
4,706
-48
| -1% | -$2.13K | 0.03% | 122 |
|
|
2018
Q1 | $211K | Sell |
4,754
-99
| -2% | -$4.39K | 0.03% | 127 |
|
|
2017
Q4 | $229K | Sell |
4,853
-98
| -2% | -$4.62K | 0.04% | 112 |
|
|
2017
Q3 | $224K | Hold |
4,951
| – | – | 0.04% | 116 |
|
|
2017
Q2 | $210K | Buy |
+4,951
| New | +$210K | 0.04% | 124 |
|
|
2014
Q4 | – | Sell |
-5,095
| Closed | -$223K | – | 89 |
|
|
2014
Q3 | $223K | Buy |
5,095
+45
| +0.9% | +$1.97K | 0.07% | 103 |
|
|
2014
Q2 | $221K | Buy |
5,050
+249
| +5% | +$10.9K | 0.07% | 103 |
|
|
2014
Q1 | $210K | Buy |
+4,801
| New | +$210K | 0.07% | 105 |
|