Apriem Advisors’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 |
-3,518
| Closed | -$156K | – | 238 |
|
|
2018
Q2 | $156K | Buy |
+3,518
| New | +$156K | 0.04% | 142 |
|
|
2017
Q2 | – | Sell |
-3,448
| Closed | -$127K | – | 313 |
|
|
2017
Q1 | $127K | Buy |
3,448
+127
| +4% | +$4.68K | 0.03% | 154 |
|
|
2016
Q4 | $121K | Buy |
3,321
+1,328
| +67% | +$48.4K | 0.04% | 149 |
|
|
2016
Q3 | $68K | Sell |
1,993
-1,150
| -37% | -$39.2K | 0.02% | 199 |
|
|
2016
Q2 | $88K | Buy |
3,143
+1,123
| +56% | +$31.4K | 0.03% | 172 |
|
|
2016
Q1 | $56K | Buy |
2,020
+561
| +38% | +$15.6K | 0.02% | 188 |
|
|
2015
Q4 | $51K | Hold |
1,459
| – | – | 0.02% | 202 |
|
|
2015
Q3 | $49K | Hold |
1,459
| – | – | 0.02% | 208 |
|
|
2015
Q2 | $58K | Sell |
1,459
-242
| -14% | -$9.62K | 0.02% | 198 |
|
|
2015
Q1 | $64K | Sell |
1,701
-40
| -2% | -$1.51K | 0.02% | 187 |
|
|
2014
Q4 | $71K | Sell |
1,741
-492
| -22% | -$20.1K | 0.03% | 158 |
|
|
2014
Q3 | $98K | Buy |
2,233
+1,026
| +85% | +$45K | 0.04% | 144 |
|
|
2014
Q2 | $53K | Buy |
1,207
+46
| +4% | +$2.02K | 0.02% | 194 |
|
|
2014
Q1 | $51K | Hold |
1,161
| – | – | 0.02% | 212 |
|
|
2013
Q4 | $55K | Sell |
1,161
-580
| -33% | -$27.5K | 0.02% | 196 |
|
|
2013
Q3 | $81K | Hold |
1,741
| – | – | 0.04% | 160 |
|
|
2013
Q2 | $78K | Buy |
+1,741
| New | +$78K | 0.04% | 155 |
|