FineMark National Bank & Trust’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $377K | Sell |
6,200
-67
| -1% | -$4.07K | 0.01% | 340 |
|
2025
Q1 | $360K | Buy |
+6,267
| New | +$360K | 0.01% | 333 |
|
2015
Q4 | – | Sell |
-284
| Closed | -$10K | – | 1412 |
|
2015
Q3 | $10K | Buy |
284
+18
| +7% | +$634 | ﹤0.01% | 966 |
|
2015
Q2 | $11K | Sell |
266
-3
| -1% | -$124 | ﹤0.01% | 979 |
|
2015
Q1 | $10K | Sell |
269
-1,073
| -80% | -$39.9K | ﹤0.01% | 1002 |
|
2014
Q4 | $54K | Hold |
1,342
| – | – | 0.01% | 642 |
|
2014
Q3 | $59K | Hold |
1,342
| – | – | 0.01% | 593 |
|
2014
Q2 | $59K | Sell |
1,342
-992
| -43% | -$43.6K | 0.01% | 585 |
|
2014
Q1 | $102K | Sell |
2,334
-319
| -12% | -$13.9K | 0.02% | 451 |
|
2013
Q4 | $126K | Sell |
2,653
-45
| -2% | -$2.14K | 0.03% | 387 |
|
2013
Q3 | $126K | Sell |
2,698
-1,410
| -34% | -$65.8K | 0.03% | 382 |
|
2013
Q2 | $185K | Buy |
+4,108
| New | +$185K | 0.06% | 287 |
|