Archford Capital Strategies’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,510
| Closed | -$434K | – | 248 |
|
|
2020
Q1 | $434K | Buy |
+15,510
| New | +$434K | 0.17% | 155 |
|
|
2019
Q3 | – | Sell |
-1,707
| Closed | -$71K | – | 351 |
|
|
2019
Q2 | $71K | Sell |
1,707
-20
| -1% | -$832 | 0.03% | 258 |
|
|
2019
Q1 | $69K | Sell |
1,727
-148
| -8% | -$5.91K | 0.03% | 259 |
|
|
2018
Q4 | $74K | Sell |
1,875
-9,683
| -84% | -$382K | 0.03% | 249 |
|
|
2018
Q3 | $484K | Sell |
11,558
-216
| -2% | -$9.05K | 0.18% | 148 |
|
|
2018
Q2 | $523K | Buy |
+11,774
| New | +$523K | 0.18% | 147 |
|
|
2018
Q1 | – | Sell |
-7,425
| Closed | -$350K | – | 687 |
|
|
2017
Q4 | $350K | Buy |
+7,425
| New | +$350K | 0.13% | 165 |
|
|
2017
Q2 | – | Sell |
-785
| Closed | -$29K | – | 374 |
|
|
2017
Q1 | $29K | Buy |
785
+775
| +7,750% | +$28.6K | 0.01% | 325 |
|
|
2016
Q4 | $0 | Sell |
10
-8,302
| -100% | – | ﹤0.01% | 693 |
|
|
2016
Q3 | $282K | Buy |
8,312
+8,302
| +83,020% | +$282K | 0.12% | 159 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 721 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 355 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 761 |
|
|
2015
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 706 |
|
|
2015
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 698 |
|
|
2015
Q1 | $383 | Hold |
10
| – | – | ﹤0.01% | 721 |
|
|
2014
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 741 |
|
|
2014
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 760 |
|
|
2014
Q2 | $457 | Hold |
10
| – | – | ﹤0.01% | 868 |
|
|
2014
Q1 | $457 | Buy |
+10
| New | +$457 | ﹤0.01% | 824 |
|