Benjamin F. Edwards & Company’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $29K | Hold |
677
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q1 | $27K | Sell |
677
-263
| -28% | -$10.5K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $38K | Buy |
940
+263
| +39% | +$10.6K | ﹤0.01% | 1317 |
|
|
2023
Q3 | $27K | Hold |
677
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q2 | $27K | Buy |
+677
| New | +$27K | ﹤0.01% | 1209 |
|
|
2023
Q1 | – | Sell |
-86
| Closed | -$3K | – | 1843 |
|
|
2022
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 1671 |
|
|
2022
Q1 | – | Sell |
-3,334
| Closed | -$101K | – | 1780 |
|
|
2021
Q4 | $101K | Sell |
3,334
-329
| -9% | -$9.97K | ﹤0.01% | 875 |
|
|
2021
Q3 | $96K | Buy |
3,663
+381
| +12% | +$9.99K | ﹤0.01% | 862 |
|
|
2021
Q2 | $95K | Buy |
3,282
+295
| +10% | +$8.54K | ﹤0.01% | 860 |
|
|
2021
Q1 | $87K | Sell |
2,987
-108
| -3% | -$3.15K | ﹤0.01% | 867 |
|
|
2020
Q4 | $80K | Buy |
3,095
+2,830
| +1,068% | +$73.2K | ﹤0.01% | 847 |
|
|
2020
Q3 | $5K | Buy |
265
+214
| +420% | +$4.04K | ﹤0.01% | 1425 |
|
|
2020
Q2 | $1K | Sell |
51
-9,448
| -99% | -$185K | ﹤0.01% | 1624 |
|
|
2020
Q1 | $266K | Sell |
9,499
-150
| -2% | -$4.2K | 0.02% | 457 |
|
|
2019
Q4 | $377K | Buy |
9,649
+1,940
| +25% | +$75.8K | 0.03% | 451 |
|
|
2019
Q3 | $295K | Buy |
7,709
+1,813
| +31% | +$69.4K | 0.02% | 474 |
|
|
2019
Q2 | $246K | Sell |
5,896
-347
| -6% | -$14.5K | 0.02% | 484 |
|
|
2019
Q1 | $250K | Sell |
6,243
-157
| -2% | -$6.29K | 0.02% | 467 |
|
|
2018
Q4 | $254K | Sell |
6,400
-77
| -1% | -$3.06K | 0.03% | 433 |
|
|
2018
Q3 | $271K | Sell |
6,477
-72
| -1% | -$3.01K | 0.03% | 462 |
|
|
2018
Q2 | $291K | Sell |
6,549
-66
| -1% | -$2.93K | 0.03% | 431 |
|
|
2018
Q1 | $294K | Sell |
6,615
-138
| -2% | -$6.13K | 0.03% | 411 |
|
|
2017
Q4 | $319K | Hold |
6,753
| – | – | 0.03% | 386 |
|
|
2017
Q3 | $305K | Hold |
6,753
| – | – | 0.04% | 357 |
|
|
2017
Q2 | $286K | Sell |
6,753
-77
| -1% | -$3.26K | 0.04% | 356 |
|
|
2017
Q1 | $252K | Hold |
6,830
| – | – | 0.04% | 370 |
|
|
2016
Q4 | $248K | Hold |
6,830
| – | – | 0.04% | 330 |
|
|
2016
Q3 | $232K | Buy |
6,830
+6,659
| +3,894% | +$226K | 0.04% | 314 |
|
|
2016
Q2 | $5K | Hold |
171
| – | – | ﹤0.01% | 897 |
|
|
2016
Q1 | $5K | Hold |
171
| – | – | ﹤0.01% | 915 |
|
|
2015
Q4 | $6K | Sell |
171
-505
| -75% | -$17.7K | ﹤0.01% | 940 |
|
|
2015
Q3 | $23K | Sell |
676
-336
| -33% | -$11.4K | 0.01% | 679 |
|
|
2015
Q2 | $40K | Sell |
1,012
-11
| -1% | -$435 | 0.01% | 643 |
|
|
2015
Q1 | $38K | Sell |
1,023
-24
| -2% | -$891 | 0.01% | 620 |
|
|
2014
Q4 | $43K | Buy |
1,047
+871
| +495% | +$35.8K | 0.01% | 541 |
|
|
2014
Q3 | $8K | Hold |
176
| – | – | ﹤0.01% | 804 |
|
|
2014
Q2 | $8K | Hold |
176
| – | – | ﹤0.01% | 764 |
|
|
2014
Q1 | $8K | Hold |
176
| – | – | ﹤0.01% | 714 |
|
|
2013
Q4 | $8K | Hold |
176
| – | – | ﹤0.01% | 685 |
|
|
2013
Q3 | $8K | Hold |
176
| – | – | ﹤0.01% | 641 |
|
|
2013
Q2 | $8K | Buy |
+176
| New | +$8K | ﹤0.01% | 606 |
|