Berkeley Capital Partners’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 |
-10,438
| Closed | -$408K | – | 122 |
|
|
2019
Q4 | $408K | Buy |
10,438
+2,718
| +35% | +$106K | 0.21% | 89 |
|
|
2019
Q3 | $295K | Sell |
7,720
-6,804
| -47% | -$260K | 0.16% | 111 |
|
|
2019
Q2 | $606K | Buy |
14,524
+2,509
| +21% | +$105K | 0.28% | 67 |
|
|
2019
Q1 | $482K | Sell |
12,015
-467
| -4% | -$18.7K | 0.24% | 83 |
|
|
2018
Q4 | $495K | Sell |
12,482
-8,483
| -40% | -$336K | 0.28% | 69 |
|
|
2018
Q3 | $879K | Sell |
20,965
-2,561
| -11% | -$107K | 0.5% | 47 |
|
|
2018
Q2 | $1.04M | Sell |
23,526
-4,358
| -16% | -$193K | 0.61% | 37 |
|
|
2018
Q1 | $1.24M | Sell |
27,884
-1,804
| -6% | -$80.2K | 0.72% | 27 |
|
|
2017
Q4 | $1.4M | Buy |
29,688
+748
| +3% | +$35.3K | 0.92% | 22 |
|
|
2017
Q3 | $1.31M | Buy |
28,940
+2,605
| +10% | +$118K | 0.87% | 23 |
|
|
2017
Q2 | $1.08M | Buy |
26,335
+1,418
| +6% | +$58K | 0.73% | 28 |
|
|
2017
Q1 | $919K | Sell |
24,917
-3,980
| -14% | -$147K | 0.62% | 37 |
|
|
2016
Q4 | $1.05M | Buy |
28,897
+1,452
| +5% | +$52.7K | 0.76% | 29 |
|
|
2016
Q3 | $932K | Buy |
+27,445
| New | +$932K | 0.66% | 34 |
|