Brinker Capital’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-25,163
| Closed | -$705K | – | 963 |
|
2020
Q1 | $705K | Buy |
25,163
+5,625
| +29% | +$158K | 0.03% | 530 |
|
2019
Q4 | $764K | Buy |
19,538
+1,364
| +8% | +$53.3K | 0.02% | 597 |
|
2019
Q3 | $696K | Buy |
18,174
+165
| +0.9% | +$6.32K | 0.02% | 606 |
|
2019
Q2 | $752K | Sell |
18,009
-658
| -4% | -$27.5K | 0.03% | 573 |
|
2019
Q1 | $749K | Buy |
18,667
+2,626
| +16% | +$105K | 0.03% | 556 |
|
2018
Q4 | $636K | Sell |
16,041
-6,285
| -28% | -$249K | 0.03% | 528 |
|
2018
Q3 | $936K | Sell |
22,326
-1,558
| -7% | -$65.3K | 0.03% | 513 |
|
2018
Q2 | $1.06M | Buy |
23,884
+1,110
| +5% | +$49.3K | 0.04% | 462 |
|
2018
Q1 | $1.01M | Buy |
22,774
+3,606
| +19% | +$160K | 0.04% | 461 |
|
2017
Q4 | $904K | Buy |
19,168
+1,577
| +9% | +$74.4K | 0.04% | 462 |
|
2017
Q3 | $794K | Buy |
17,591
+4,375
| +33% | +$197K | 0.03% | 493 |
|
2017
Q2 | $560K | Buy |
+13,216
| New | +$560K | 0.03% | 494 |
|