First Personal Financial Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-523
| Closed | -$22K | – | 638 |
|
|
2019
Q2 | $22K | Sell |
523
-6
| -1% | -$252 | 0.01% | 389 |
|
|
2019
Q1 | $21K | Sell |
529
-35
| -6% | -$1.39K | 0.01% | 389 |
|
|
2018
Q4 | $22K | Buy |
564
+3
| +0.5% | +$117 | 0.01% | 366 |
|
|
2018
Q3 | $23K | Sell |
561
-454
| -45% | -$18.6K | 0.01% | 390 |
|
|
2018
Q2 | $45K | Sell |
1,015
-10
| -1% | -$443 | 0.02% | 286 |
|
|
2018
Q1 | $46K | Buy |
1,025
+574
| +127% | +$25.8K | 0.01% | 452 |
|
|
2017
Q4 | $21K | Buy |
+451
| New | +$21K | ﹤0.01% | 635 |
|
|
2017
Q1 | – | Sell |
-287
| Closed | -$10K | – | 907 |
|
|
2016
Q4 | $10K | Hold |
287
| – | – | ﹤0.01% | 709 |
|
|
2016
Q3 | $10K | Sell |
287
-4
| -1% | -$139 | ﹤0.01% | 588 |
|
|
2016
Q2 | $8K | Buy |
+291
| New | +$8K | ﹤0.01% | 616 |
|
|
2015
Q4 | – | Sell |
-51
| Closed | -$2K | – | 441 |
|
|
2015
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 393 |
|
|
2015
Q2 | – | Sell |
-260
| Closed | -$10K | – | 504 |
|
|
2015
Q1 | $10K | Sell |
260
-6
| -2% | -$231 | 0.01% | 275 |
|
|
2014
Q4 | $10K | Buy |
+266
| New | +$10K | 0.01% | 254 |
|