First Dallas Securities’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 |
-6,111
| Closed | -$272K | – | 108 |
|
2018
Q1 | $272K | Sell |
6,111
-893
| -13% | -$39.7K | 0.18% | 86 |
|
2017
Q4 | $330K | Sell |
7,004
-1,642
| -19% | -$77.4K | 0.21% | 81 |
|
2017
Q3 | $390K | Hold |
8,646
| – | – | 0.27% | 76 |
|
2017
Q2 | $366K | Sell |
8,646
-99
| -1% | -$4.19K | 0.27% | 74 |
|
2017
Q1 | $322K | Buy |
+8,745
| New | +$322K | 0.22% | 79 |
|