Douglas C. Lane & Associates’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,635
| Closed | -$229K | – | 246 |
|
|
2014
Q4 | $229K | Sell |
5,635
-64,675
| -92% | -$2.63M | 0.01% | 212 |
|
|
2014
Q3 | $3.08M | Sell |
70,310
-25,129
| -26% | -$1.1M | 0.09% | 123 |
|
|
2014
Q2 | $4.18M | Sell |
95,439
-32,289
| -25% | -$1.41M | 0.13% | 119 |
|
|
2014
Q1 | $5.59M | Sell |
127,728
-45,542
| -26% | -$1.99M | 0.18% | 106 |
|
|
2013
Q4 | $8.23M | Sell |
173,270
-140,748
| -45% | -$6.69M | 0.27% | 97 |
|
|
2013
Q3 | $14.7M | Sell |
314,018
-64,906
| -17% | -$3.03M | 0.54% | 75 |
|
|
2013
Q2 | $16.9M | Buy |
+378,924
| New | +$16.9M | 0.66% | 64 |
|