Clifford Swan Investment Counsel’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,465
| Closed | -$211K | – | 315 |
|
|
2017
Q4 | $211K | Sell |
4,465
-13
| -0.3% | -$614 | 0.01% | 302 |
|
|
2017
Q3 | $202K | Buy |
+4,478
| New | +$202K | 0.01% | 302 |
|
|
2013
Q4 | – | Sell |
-5,066
| Closed | -$237K | – | 236 |
|
|
2013
Q3 | $237K | Hold |
5,066
| – | – | 0.02% | 208 |
|
|
2013
Q2 | $227K | Buy |
+5,066
| New | +$227K | 0.02% | 207 |
|