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

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