Boston Financial Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,334
| Closed | -$258K | – | 179 |
|
|
2015
Q4 | $258K | Sell |
7,334
-5,443
| -43% | -$191K | 0.04% | 170 |
|
|
2015
Q3 | $431K | Sell |
12,777
-2,435
| -16% | -$82.1K | 0.06% | 163 |
|
|
2015
Q2 | $607K | Sell |
15,212
-1,713
| -10% | -$68.4K | 0.08% | 160 |
|
|
2015
Q1 | $636K | Sell |
16,925
-1,755
| -9% | -$65.9K | 0.08% | 154 |
|
|
2014
Q4 | $760K | Sell |
18,680
-10,401
| -36% | -$423K | 0.1% | 150 |
|
|
2014
Q3 | $1.28M | Sell |
29,081
-828
| -3% | -$36.3K | 0.17% | 134 |
|
|
2014
Q2 | $1.31M | Sell |
29,909
-1,700
| -5% | -$74.4K | 0.17% | 136 |
|
|
2014
Q1 | $1.38M | Sell |
31,609
-24,832
| -44% | -$1.09M | 0.19% | 128 |
|
|
2013
Q4 | $2.68M | Buy |
56,441
+4,370
| +8% | +$208K | 0.37% | 79 |
|
|
2013
Q3 | $2.43M | Buy |
52,071
+1,120
| +2% | +$52.4K | 0.37% | 78 |
|
|
2013
Q2 | $2.28M | Buy |
+50,951
| New | +$2.28M | 0.35% | 80 |
|