Camarda Financial Advisors’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 |
-35,687
| Closed | -$1.4M | – | 35 |
|
|
2019
Q4 | $1.4M | Sell |
35,687
-8,819
| -20% | -$345K | 2.96% | 12 |
|
|
2019
Q3 | $1.7M | Buy |
44,506
+31
| +0.1% | +$1.19K | 3.97% | 14 |
|
|
2019
Q2 | $1.86M | Sell |
44,475
-7,368
| -14% | -$307K | 3.64% | 8 |
|
|
2019
Q1 | $2.08M | Buy |
51,843
+924
| +2% | +$37.1K | 3.97% | 8 |
|
|
2018
Q4 | $2.02M | Buy |
50,919
+50,714
| +24,739% | +$2.01M | 2.4% | 7 |
|
|
2018
Q3 | $9K | Sell |
205
-2
| -1% | -$88 | 0.01% | 179 |
|
|
2018
Q2 | $9K | Sell |
207
-2
| -1% | -$87 | 0.01% | 169 |
|
|
2018
Q1 | $9K | Sell |
209
-4
| -2% | -$172 | 0.01% | 152 |
|
|
2017
Q4 | $10K | Hold |
213
| – | – | 0.01% | 154 |
|
|
2017
Q3 | $10K | Hold |
213
| – | – | 0.01% | 175 |
|
|
2017
Q2 | $9K | Buy |
+213
| New | +$9K | 0.01% | 182 |
|
|
2016
Q3 | – | Sell |
-320
| Closed | -$9K | – | 226 |
|
|
2016
Q2 | $9K | Buy |
+320
| New | +$9K | 0.01% | 215 |
|