FDx Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5,346
| Closed | -$217K | – | 480 |
|
2023
Q4 | $217K | Buy |
+5,346
| New | +$217K | 0.02% | 632 |
|
2023
Q3 | – | Sell |
-5,941
| Closed | -$235K | – | 696 |
|
2023
Q2 | $235K | Buy |
+5,941
| New | +$235K | 0.01% | 666 |
|
2020
Q2 | – | Sell |
-32,467
| Closed | -$909K | – | 597 |
|
2020
Q1 | $909K | Sell |
32,467
-5,909
| -15% | -$165K | 0.06% | 207 |
|
2019
Q4 | $1.5M | Buy |
38,376
+10,553
| +38% | +$412K | 0.08% | 179 |
|
2019
Q3 | $1.07M | Sell |
27,823
-9,573
| -26% | -$366K | 0.07% | 207 |
|
2019
Q2 | $1.56M | Buy |
37,396
+4,380
| +13% | +$183K | 0.06% | 233 |
|
2019
Q1 | $1.32M | Buy |
33,016
+7,107
| +27% | +$285K | 0.05% | 238 |
|
2018
Q4 | $1.03M | Sell |
25,909
-7,692
| -23% | -$305K | 0.08% | 182 |
|
2018
Q3 | $1.41M | Buy |
33,601
+2,219
| +7% | +$93K | 0.05% | 275 |
|
2018
Q2 | $1.39M | Sell |
31,382
-5,438
| -15% | -$242K | 0.05% | 300 |
|
2018
Q1 | $1.64M | Sell |
36,820
-4,790
| -12% | -$213K | 0.05% | 343 |
|
2017
Q4 | $1.96M | Buy |
41,610
+5,449
| +15% | +$257K | 0.05% | 323 |
|
2017
Q3 | $1.63M | Buy |
36,161
+5,600
| +18% | +$253K | 0.04% | 378 |
|
2017
Q2 | $1.3M | Buy |
30,561
+4,226
| +16% | +$179K | 0.04% | 448 |
|
2017
Q1 | $971K | Buy |
26,335
+1,058
| +4% | +$39K | 0.03% | 537 |
|
2016
Q4 | $917K | Buy |
25,277
+13,792
| +120% | +$500K | 0.03% | 554 |
|
2016
Q3 | $390K | Buy |
11,485
+344
| +3% | +$11.7K | 0.02% | 706 |
|
2016
Q2 | $311K | Buy |
11,141
+951
| +9% | +$26.5K | 0.01% | 739 |
|
2016
Q1 | $283K | Sell |
10,190
-3,469
| -25% | -$96.3K | 0.01% | 757 |
|
2015
Q4 | $480K | Buy |
13,659
+6,898
| +102% | +$242K | 0.02% | 577 |
|
2015
Q3 | $228K | Sell |
6,761
-19,562
| -74% | -$660K | 0.02% | 687 |
|
2015
Q2 | $1.05M | Buy |
26,323
+6,361
| +32% | +$254K | 0.05% | 318 |
|
2015
Q1 | $748K | Buy |
19,962
+5,602
| +39% | +$210K | 0.02% | 729 |
|
2014
Q4 | $584K | Sell |
14,360
-1,248
| -8% | -$50.8K | 0.04% | 491 |
|
2014
Q3 | $684K | Sell |
15,608
-32,566
| -68% | -$1.43M | 0.04% | 461 |
|
2014
Q2 | $2.11M | Sell |
48,174
-25,683
| -35% | -$1.12M | 0.14% | 164 |
|
2014
Q1 | $3.24M | Buy |
73,857
+8,488
| +13% | +$372K | 0.27% | 72 |
|
2013
Q4 | $3.11M | Sell |
65,369
-10,947
| -14% | -$520K | 0.31% | 63 |
|
2013
Q3 | $3.57M | Sell |
76,316
-1,320
| -2% | -$61.7K | 0.42% | 39 |
|
2013
Q2 | $3.47M | Buy |
+77,636
| New | +$3.47M | 0.46% | 34 |
|