CPWM LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,253
| Closed | -$639K | – | 271 |
|
|
2018
Q3 | $639K | Sell |
15,253
-990
| -6% | -$41.5K | 0.09% | 152 |
|
|
2018
Q2 | $721K | Sell |
16,243
-290
| -2% | -$12.9K | 0.11% | 138 |
|
|
2018
Q1 | $735K | Buy |
+16,533
| New | +$735K | 0.11% | 137 |
|
|
2014
Q1 | – | Sell |
-4,251
| Closed | -$202K | – | 127 |
|
|
2013
Q4 | $202K | Buy |
+4,251
| New | +$202K | 0.08% | 108 |
|