CAZ Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $596K | Sell |
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|
2018
Q3 | $638K | Sell |
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|
2018
Q2 | $684K | Sell |
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|
2018
Q1 | $691K | Sell |
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|
2017
Q4 | $749K | Hold |
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|
2017
Q3 | $716K | Sell |
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|
2017
Q2 | $1.14M | Sell |
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|
2017
Q1 | $1.15M | Hold |
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|
2016
Q4 | $1.13M | Hold |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.15M | Sell |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | $1.12M | Buy |
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|
2015
Q2 | $1.3M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.16M | Buy |
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