Baird Financial Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,550
| Closed | -$217K | – | 1483 |
|
|
2019
Q4 | $217K | Sell |
5,550
-14,016
| -72% | -$548K | ﹤0.01% | 1444 |
|
|
2019
Q3 | $749K | Buy |
19,566
+8,578
| +78% | +$328K | ﹤0.01% | 1058 |
|
|
2019
Q2 | $459K | Buy |
10,988
+1,140
| +12% | +$47.6K | ﹤0.01% | 1217 |
|
|
2019
Q1 | $395K | Buy |
9,848
+3,849
| +64% | +$154K | ﹤0.01% | 1077 |
|
|
2018
Q4 | $238K | Sell |
5,999
-1,517
| -20% | -$60.2K | ﹤0.01% | 1173 |
|
|
2018
Q3 | $316K | Sell |
7,516
-8,634
| -53% | -$363K | ﹤0.01% | 1166 |
|
|
2018
Q2 | $717K | Sell |
16,150
-17,166
| -52% | -$762K | ﹤0.01% | 913 |
|
|
2018
Q1 | $1.48M | Sell |
33,316
-1,064
| -3% | -$47.3K | 0.01% | 718 |
|
|
2017
Q4 | $1.62M | Sell |
34,380
-6,478
| -16% | -$306K | 0.01% | 685 |
|
|
2017
Q3 | $1.85M | Sell |
40,858
-4,128
| -9% | -$186K | 0.01% | 634 |
|
|
2017
Q2 | $1.91M | Buy |
44,986
+16,650
| +59% | +$706K | 0.01% | 620 |
|
|
2017
Q1 | $1.05M | Sell |
28,336
-541
| -2% | -$20K | 0.01% | 772 |
|
|
2016
Q4 | $1.05M | Sell |
28,877
-20,999
| -42% | -$762K | 0.01% | 746 |
|
|
2016
Q3 | $1.7M | Buy |
49,876
+25,421
| +104% | +$864K | 0.02% | 599 |
|
|
2016
Q2 | $682K | Sell |
24,455
-363
| -1% | -$10.1K | 0.01% | 850 |
|
|
2016
Q1 | $688K | Buy |
24,818
+996
| +4% | +$27.6K | 0.01% | 834 |
|
|
2015
Q4 | $838K | Buy |
23,822
+1,413
| +6% | +$49.7K | 0.01% | 754 |
|
|
2015
Q3 | $756K | Buy |
22,409
+182
| +0.8% | +$6.14K | 0.01% | 796 |
|
|
2015
Q2 | $887K | Buy |
+22,227
| New | +$887K | 0.01% | 782 |
|