Guardian Capital Advisors (Canada)’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-156,402
| Closed | -$4.06M | – | 180 |
|
|
2020
Q4 | $4.06M | Sell |
156,402
-13,594
| -8% | -$323K | 0.55% | 54 |
|
|
2020
Q3 | $3.27M | Sell |
169,996
-6,945
| -4% | -$152K | 0.5% | 56 |
|
|
2020
Q2 | $3.1M | Sell |
176,941
-19,169
| -10% | -$476K | 0.6% | 50 |
|
|
2020
Q1 | $3.46M | Sell |
196,110
-6,956
| -3% | -$242K | 0.83% | 38 |
|
|
2019
Q4 | $7.79M | Sell |
203,066
-4,745
| -2% | -$180K | 0.98% | 33 |
|
|
2019
Q3 | $7.72M | Buy |
207,811
+5,135
| +3% | +$199K | 1.03% | 32 |
|
|
2019
Q2 | $8.53M | Buy |
202,676
+6,553
| +3% | +$275K | 1.13% | 29 |
|
|
2019
Q1 | $8.38M | Sell |
196,123
-1,870
| -0.9% | -$75.4K | 1.12% | 30 |
|
|
2018
Q4 | $7.82M | Buy |
197,993
+370
| +0.2% | +$14.8K | 1.14% | 27 |
|
|
2018
Q3 | $8.19M | Sell |
197,623
-3,108
| -2% | -$135K | 1.12% | 28 |
|
|
2018
Q2 | $8.98M | Sell |
200,731
-6,818
| -3% | -$313K | 1.21% | 24 |
|
|
2018
Q1 | $9.51M | Sell |
207,549
-1,199
| -0.6% | -$57.1K | 1.34% | 20 |
|
|
2017
Q4 | $10.6M | Buy |
208,748
+2,719
| +1% | +$123K | 1.38% | 19 |
|
|
2017
Q3 | $9.33M | Buy |
206,029
+920
| +0.4% | +$40.7K | 1.28% | 22 |
|
|
2017
Q2 | $9.06M | Buy |
205,109
+560
| +0.3% | +$21.7K | 1.3% | 21 |
|
|
2017
Q1 | $7.51M | Buy |
204,549
+8,633
| +4% | +$324K | 1.07% | 28 |
|
|
2016
Q4 | $7.28M | Buy |
195,916
+10,147
| +5% | +$360K | 1.05% | 28 |
|
|
2016
Q3 | $6.38M | Buy |
185,769
+2,034
| +1% | +$63.8K | 1.15% | 32 |
|
|
2016
Q2 | $4.89M | Buy |
183,735
+13,812
| +8% | +$391K | 0.91% | 36 |
|
|
2016
Q1 | $4.74M | Buy |
169,923
+11,780
| +7% | +$348K | 0.88% | 38 |
|
|
2015
Q4 | $5.26M | Buy |
158,143
+25,410
| +19% | +$897K | 1.09% | 28 |
|
|
2015
Q3 | $4.52M | Sell |
132,733
-15,613
| -11% | -$584K | 0.93% | 37 |
|
|
2015
Q2 | $5.95M | Buy |
148,346
+4,177
| +3% | +$174K | 1.12% | 25 |
|
|
2015
Q1 | $6.82M | Buy |
144,169
+3,815
| +3% | +$149K | 1.03% | 32 |
|
|
2014
Q4 | $6.49M | Buy |
140,354
+10,711
| +8% | +$457K | 1.06% | 33 |
|
|
2014
Q3 | $6.3M | Buy |
129,643
+7,122
| +6% | +$324K | 1.05% | 29 |
|
|
2014
Q2 | $5.45M | Buy |
122,521
+7,686
| +7% | +$343K | 0.95% | 32 |
|
|
2014
Q1 | $5.03M | Buy |
114,835
+8,646
| +8% | +$392K | 0.96% | 34 |
|
|
2013
Q4 | $5.25M | Buy |
106,189
+10,468
| +11% | +$496K | 1.03% | 32 |
|
|
2013
Q3 | $4.52M | Buy |
95,721
+28,050
| +41% | +$1.33M | 0.96% | 34 |
|
|
2013
Q2 | $3.04M | Buy |
+67,671
| New | +$3.17M | 0.86% | 44 |
|
Other funds holding HSBC
CS
PPA