Gofen & Glossberg’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,377
| Closed | -$239K | – | 469 |
|
|
2018
Q2 | $239K | Sell |
5,377
-393
| -7% | -$17.5K | 0.01% | 393 |
|
|
2018
Q1 | $257K | Sell |
5,770
-120
| -2% | -$5.35K | 0.01% | 386 |
|
|
2017
Q4 | $278K | Sell |
5,890
-110
| -2% | -$5.19K | 0.01% | 399 |
|
|
2017
Q3 | $271K | Sell |
6,000
-164
| -3% | -$7.41K | 0.01% | 401 |
|
|
2017
Q2 | $261K | Sell |
6,164
-71
| -1% | -$3.01K | 0.01% | 400 |
|
|
2017
Q1 | $230K | Sell |
6,235
-657
| -10% | -$24.2K | 0.01% | 412 |
|
|
2016
Q4 | $250K | Sell |
6,892
-37
| -0.5% | -$1.34K | 0.01% | 377 |
|
|
2016
Q3 | $235K | Sell |
6,929
-1,163
| -14% | -$39.4K | 0.01% | 393 |
|
|
2016
Q2 | $226K | Sell |
8,092
-1,178
| -13% | -$32.9K | 0.01% | 393 |
|
|
2016
Q1 | $257K | Sell |
9,270
-8,030
| -46% | -$223K | 0.01% | 379 |
|
|
2015
Q4 | $608K | Sell |
17,300
-6,384
| -27% | -$224K | 0.03% | 250 |
|
|
2015
Q3 | $799K | Sell |
23,684
-3,326
| -12% | -$112K | 0.04% | 225 |
|
|
2015
Q2 | $1.08M | Sell |
27,010
-6,426
| -19% | -$256K | 0.05% | 202 |
|
|
2015
Q1 | $1.26M | Sell |
33,436
-13,062
| -28% | -$491K | 0.05% | 195 |
|
|
2014
Q4 | $1.89M | Sell |
46,498
-6,871
| -13% | -$280K | 0.08% | 167 |
|
|
2014
Q3 | $2.34M | Sell |
53,369
-696
| -1% | -$30.5K | 0.1% | 149 |
|
|
2014
Q2 | $2.37M | Sell |
54,065
-1,943
| -3% | -$85.1K | 0.1% | 150 |
|
|
2014
Q1 | $2.55M | Sell |
56,008
-342
| -0.6% | -$15.6K | 0.12% | 142 |
|
|
2013
Q4 | $2.68M | Sell |
56,350
-6,644
| -11% | -$316K | 0.13% | 136 |
|
|
2013
Q3 | $2.95M | Sell |
62,994
-1,140
| -2% | -$53.3K | 0.15% | 120 |
|
|
2013
Q2 | $2.87M | Buy |
+64,134
| New | +$2.87M | 0.16% | 117 |
|