Forester Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $148K | Sell |
3,480
-40
| -1% | -$1.7K | 0.21% | 40 |
|
|
2017
Q1 | $130K | Hold |
3,520
| – | – | 0.16% | 47 |
|
|
2016
Q4 | $128K | Hold |
3,520
| – | – | 0.13% | 50 |
|
|
2016
Q3 | $120K | Sell |
3,520
-49
| -1% | -$1.67K | 0.11% | 54 |
|
|
2016
Q2 | $100K | Hold |
3,569
| – | – | 0.09% | 50 |
|
|
2016
Q1 | $135K | Hold |
3,569
| – | – | 0.13% | 51 |
|
|
2015
Q4 | $126K | Hold |
3,569
| – | – | 0.11% | 47 |
|
|
2015
Q3 | $120K | Buy |
+3,569
| New | +$120K | 0.11% | 48 |
|
|
2015
Q2 | – | Sell |
-3,607
| Closed | -$135K | – | 58 |
|
|
2015
Q1 | $135K | Sell |
3,607
-84
| -2% | -$3.14K | 0.11% | 47 |
|
|
2014
Q4 | $150K | Hold |
3,691
| – | – | 0.11% | 47 |
|
|
2014
Q3 | $162K | Hold |
3,691
| – | – | 0.13% | 44 |
|
|
2014
Q2 | $162K | Hold |
3,691
| – | – | 0.13% | 45 |
|
|
2014
Q1 | $162K | Sell |
3,691
-249
| -6% | -$10.9K | 0.13% | 43 |
|
|
2013
Q4 | $187K | Hold |
3,940
| – | – | 0.15% | 43 |
|
|
2013
Q3 | $184K | Sell |
3,940
-1,091
| -22% | -$51K | 0.15% | 45 |
|
|
2013
Q2 | $225K | Buy |
+5,031
| New | +$225K | 0.18% | 44 |
|