EWM
Evercore Wealth Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-278
| Closed | -$11K | – | 1037 |
|
|
2015
Q3 | $11K | Sell |
278
-2,136
| -88% | -$84.5K | ﹤0.01% | 824 |
|
|
2015
Q2 | $108K | Buy |
2,414
+1,591
| +193% | +$71.2K | ﹤0.01% | 506 |
|
|
2015
Q1 | $35K | Sell |
823
-3,200
| -80% | -$136K | ﹤0.01% | 675 |
|
|
2014
Q4 | $190K | Sell |
4,023
-723
| -15% | -$34.1K | 0.01% | 369 |
|
|
2014
Q3 | $242K | Buy |
4,746
+3,578
| +306% | +$182K | 0.01% | 363 |
|
|
2014
Q2 | $59K | Sell |
1,168
-853
| -42% | -$43.1K | ﹤0.01% | 588 |
|
|
2014
Q1 | $102K | Sell |
2,021
-5,917
| -75% | -$299K | 0.01% | 485 |
|
|
2013
Q4 | $437K | Buy |
7,938
+5,957
| +301% | +$328K | 0.02% | 276 |
|
|
2013
Q3 | $108K | Buy |
1,981
+294
| +17% | +$16K | 0.01% | 476 |
|
|
2013
Q2 | $87K | Buy |
+1,687
| New | +$87K | ﹤0.01% | 505 |
|