Carroll Financial Associates’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1481 |
|
|
2021
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1557 |
|
|
2021
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1505 |
|
|
2020
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1393 |
|
|
2020
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 1415 |
|
|
2020
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q1 | $2K | Sell |
80
-432
| -84% | -$10.8K | ﹤0.01% | 1296 |
|
|
2019
Q4 | $20K | Buy |
512
+242
| +90% | +$9.45K | ﹤0.01% | 878 |
|
|
2019
Q3 | $10K | Sell |
270
-412
| -60% | -$15.3K | ﹤0.01% | 1004 |
|
|
2019
Q2 | $28K | Buy |
682
+284
| +71% | +$11.7K | ﹤0.01% | 735 |
|
|
2019
Q1 | $15K | Sell |
398
-10
| -2% | -$377 | ﹤0.01% | 824 |
|
|
2018
Q4 | $16K | Sell |
408
-91
| -18% | -$3.57K | ﹤0.01% | 727 |
|
|
2018
Q3 | $20K | Buy |
499
+14
| +3% | +$561 | ﹤0.01% | 702 |
|
|
2018
Q2 | $21K | Sell |
485
-3
| -0.6% | -$130 | ﹤0.01% | 661 |
|
|
2018
Q1 | $21K | Sell |
488
-125
| -20% | -$5.38K | ﹤0.01% | 658 |
|
|
2017
Q4 | $28K | Buy |
613
+1
| +0.2% | +$46 | ﹤0.01% | 585 |
|
|
2017
Q3 | $27K | Buy |
612
+101
| +20% | +$4.46K | ﹤0.01% | 593 |
|
|
2017
Q2 | $21K | Sell |
511
-4
| -0.8% | -$164 | ﹤0.01% | 657 |
|
|
2017
Q1 | $18K | Hold |
515
| – | – | ﹤0.01% | 689 |
|
|
2016
Q4 | $18K | Buy |
515
+231
| +81% | +$8.07K | ﹤0.01% | 658 |
|
|
2016
Q3 | $9K | Buy |
284
+104
| +58% | +$3.3K | ﹤0.01% | 835 |
|
|
2016
Q2 | $5K | Buy |
+180
| New | +$5K | ﹤0.01% | 925 |
|
|
2016
Q1 | – | Sell |
-67
| Closed | -$2K | – | 1158 |
|
|
2015
Q4 | $2K | Sell |
67
-79
| -54% | -$2.36K | ﹤0.01% | 991 |
|
|
2015
Q3 | $5K | Hold |
146
| – | – | ﹤0.01% | 846 |
|
|
2015
Q2 | $6K | Sell |
146
-1
| -0.7% | -$41 | ﹤0.01% | 816 |
|
|
2015
Q1 | $6K | Sell |
147
-4
| -3% | -$163 | ﹤0.01% | 602 |
|
|
2014
Q4 | $6K | Buy |
151
+47
| +45% | +$1.87K | ﹤0.01% | 549 |
|
|
2014
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 686 |
|
|
2014
Q2 | $5K | Hold |
104
| – | – | ﹤0.01% | 704 |
|
|
2014
Q1 | $5K | Hold |
104
| – | – | ﹤0.01% | 648 |
|
|
2013
Q4 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 641 |
|