Financial Architects (New Jersey)’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,414
| Closed | -$263K | – | 1362 |
|
|
2018
Q1 | $263K | Buy |
+10,414
| New | +$263K | 0.05% | 234 |
|
|
2017
Q4 | – | Sell |
-672
| Closed | -$30K | – | 1387 |
|
|
2017
Q3 | $30K | Buy |
+672
| New | +$30K | 0.01% | 760 |
|
|
2016
Q1 | – | Sell |
-34,232
| Closed | -$804K | – | 1121 |
|
|
2015
Q4 | $804K | Buy |
34,232
+4,601
| +16% | +$108K | 0.32% | 76 |
|
|
2015
Q3 | $684K | Buy |
29,631
+2,021
| +7% | +$46.7K | 0.29% | 77 |
|
|
2015
Q2 | $632K | Buy |
+27,610
| New | +$632K | 0.23% | 83 |
|
|
2014
Q4 | – | Sell |
-4,642
| Closed | -$100K | – | 959 |
|
|
2014
Q3 | $100K | Buy |
+4,642
| New | +$100K | 0.05% | 221 |
|