Dana Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-324
| Closed | -$289 | – | 283 |
|
2015
Q4 | $289 | Sell |
324
-8,336
| -96% | -$7.44K | 0.01% | 254 |
|
2015
Q3 | $292K | Sell |
8,660
-255
| -3% | -$8.6K | 0.01% | 249 |
|
2015
Q2 | $356K | Sell |
8,915
-26
| -0.3% | -$1.04K | 0.02% | 232 |
|
2015
Q1 | $336K | Buy |
8,941
+484
| +6% | +$18.2K | 0.02% | 233 |
|
2014
Q4 | $344K | Buy |
8,457
+238
| +3% | +$9.68K | 0.01% | 245 |
|
2014
Q3 | $360K | Buy |
+8,219
| New | +$360K | 0.02% | 237 |
|