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Calton & Associates’s HSBC HSBC Stock Holding History

Calton & Associates’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,014
Closed -$267K – 339
2018
Q1 		$267K Buy
6,014
+1,699
+39% +$75.4K 0.08% 259
2017
Q4 		$217K Buy
+4,315
New +$217K 0.05% 325