Aspen Investment Management’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 |
-17,300
| Closed | -$485K | – | 118 |
|
|
2020
Q1 | $485K | Buy |
17,300
+3,600
| +26% | +$101K | 0.42% | 68 |
|
|
2019
Q4 | $536K | Hold |
13,700
| – | – | 0.33% | 80 |
|
|
2019
Q3 | $524K | Hold |
13,700
| – | – | 0.35% | 80 |
|
|
2019
Q2 | $572K | Sell |
13,700
-467
| -3% | -$19.5K | 0.38% | 77 |
|
|
2019
Q1 | $568K | Sell |
14,167
-354
| -2% | -$14.2K | 0.4% | 77 |
|
|
2018
Q4 | $576K | Sell |
14,521
-175
| -1% | -$6.94K | 0.46% | 68 |
|
|
2018
Q3 | $616K | Sell |
14,696
-588
| -4% | -$24.6K | 0.41% | 75 |
|
|
2018
Q2 | $679K | Sell |
15,284
-154
| -1% | -$6.84K | 0.47% | 65 |
|
|
2018
Q1 | $686K | Sell |
15,438
-322
| -2% | -$14.3K | 0.49% | 67 |
|
|
2017
Q4 | $744K | Hold |
15,760
| – | – | 0.53% | 61 |
|
|
2017
Q3 | $712K | Buy |
+15,760
| New | +$712K | 0.53% | 57 |
|