Bartlett & Co’s HSBC HSBC Stock Holding History

Bartlett & Co’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$10K	Hold	254	–	–	﹤0.01%	999
2023 Q3	$10K	Hold	254	–	–	﹤0.01%	924
2023 Q2	$10K	Hold	254	–	–	﹤0.01%	923
2023 Q1	$9K	Hold	254	–	–	﹤0.01%	836
2022 Q4	$8K	Hold	254	–	–	﹤0.01%	858
2022 Q3	$7K	Hold	254	–	–	﹤0.01%	869
2022 Q2	$8K	Hold	254	–	–	﹤0.01%	910
2022 Q1	$9K	Buy	+254	New	+$9K	﹤0.01%	842
2021 Q4	–	Sell	-254	Closed	-$7K	–	607
2021 Q3	$7K	Hold	254	–	–	﹤0.01%	736
2021 Q2	$7K	Hold	254	–	–	﹤0.01%	725
2021 Q1	$7K	Hold	254	–	–	﹤0.01%	760
2020 Q4	$7K	Hold	254	–	–	﹤0.01%	765
2020 Q3	$5K	Hold	254	–	–	﹤0.01%	735
2020 Q2	$6K	Hold	254	–	–	﹤0.01%	719
2020 Q1	$7K	Buy	+254	New	+$7K	﹤0.01%	695
2019 Q3	$10K	Hold	254	–	–	﹤0.01%	733
2019 Q2	$11K	Sell	254 -3	-1%	-$130	﹤0.01%	580
2019 Q1	$10K	Sell	257 -6	-2%	-$233	﹤0.01%	579
2018 Q4	$10K	Sell	263 -4	-1%	-$152	﹤0.01%	582
2018 Q3	$11K	Sell	267 -3	-1%	-$124	﹤0.01%	594
2018 Q2	$12K	Sell	270 -2	-0.7%	-$89	﹤0.01%	582
2018 Q1	$12K	Sell	272 -6	-2%	-$265	﹤0.01%	590
2017 Q4	$13K	Hold	278	–	–	﹤0.01%	567
2017 Q3	$13K	Hold	278	–	–	﹤0.01%	563
2017 Q2	$12K	Sell	278 -3	-1%	-$129	﹤0.01%	572
2017 Q1	$10K	Hold	281	–	–	﹤0.01%	599
2016 Q4	$10K	Hold	281	–	–	﹤0.01%	596
2016 Q3	$10K	Sell	281 -4	-1%	-$142	﹤0.01%	598
2016 Q2	$8K	Hold	285	–	–	﹤0.01%	623
2016 Q1	$8K	Sell	285 -726	-72%	-$20.4K	﹤0.01%	613
2015 Q4	$36K	Hold	1,011	–	–	﹤0.01%	461
2015 Q3	$34K	Sell	1,011 -247	-20%	-$8.31K	﹤0.01%	470
2015 Q2	$50K	Sell	1,258 -1,715	-58%	-$68.2K	﹤0.01%	433
2015 Q1	$112K	Sell	2,973 -289	-9%	-$10.9K	0.01%	311
2014 Q4	$133K	Buy	3,262 +220	+7%	+$8.97K	0.01%	299
2014 Q3	$133K	Hold	3,042	–	–	0.01%	285
2014 Q2	$133K	Hold	3,042	–	–	0.01%	284
2014 Q1	$133K	Buy	3,042 +1,702	+127%	+$74.4K	0.01%	280
2013 Q4	$64K	Sell	1,340 -36	-3%	-$1.72K	﹤0.01%	371
2013 Q3	$64K	Buy	1,376 +36	+3%	+$1.67K	﹤0.01%	364
2013 Q2	$60K	Buy	+1,340	New	+$60K	﹤0.01%	363