GCA
Guardian Capital Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$353K | 0.55% | 54 |
|
|
2020
Q3 | $3.27M | Sell |
169,996
-6,945
| -4% | -$134K | 0.5% | 56 |
|
|
2020
Q2 | $3.1M | Sell |
176,941
-19,169
| -10% | -$336K | 0.6% | 50 |
|
|
2020
Q1 | $3.46M | Sell |
196,110
-6,956
| -3% | -$123K | 0.83% | 38 |
|
|
2019
Q4 | $7.79M | Sell |
203,066
-4,745
| -2% | -$182K | 0.98% | 33 |
|
|
2019
Q3 | $7.72M | Buy |
207,811
+5,135
| +3% | +$191K | 1.03% | 32 |
|
|
2019
Q2 | $8.53M | Buy |
202,676
+8,860
| +5% | +$373K | 1.13% | 29 |
|
|
2019
Q1 | $8.38M | Buy |
193,816
+2,925
| +2% | +$127K | 1.12% | 30 |
|
|
2018
Q4 | $7.82M | Buy |
190,891
+2,625
| +1% | +$108K | 1.14% | 27 |
|
|
2018
Q3 | $8.19M | Sell |
188,266
-860
| -0.5% | -$37.4K | 1.12% | 28 |
|
|
2018
Q2 | $8.98M | Sell |
189,126
-4,468
| -2% | -$212K | 1.21% | 24 |
|
|
2018
Q1 | $9.51M | Buy |
193,594
+2,855
| +1% | +$140K | 1.34% | 20 |
|
|
2017
Q4 | $10.6M | Buy |
190,739
+2,485
| +1% | +$138K | 1.38% | 19 |
|
|
2017
Q3 | $9.33M | Buy |
188,254
+840
| +0.4% | +$41.6K | 1.28% | 22 |
|
|
2017
Q2 | $9.06M | Buy |
187,414
+2,636
| +1% | +$127K | 1.3% | 21 |
|
|
2017
Q1 | $7.51M | Buy |
184,778
+7,798
| +4% | +$317K | 1.07% | 28 |
|
|
2016
Q4 | $7.28M | Buy |
176,980
+9,167
| +5% | +$377K | 1.05% | 28 |
|
|
2016
Q3 | $6.38M | Buy |
167,813
+4,111
| +3% | +$156K | 1.15% | 32 |
|
|
2016
Q2 | $4.89M | Buy |
163,702
+12,306
| +8% | +$368K | 0.91% | 36 |
|
|
2016
Q1 | $4.74M | Buy |
151,396
+10,495
| +7% | +$329K | 0.88% | 38 |
|
|
2015
Q4 | $5.26M | Buy |
140,901
+22,640
| +19% | +$845K | 1.09% | 28 |
|
|
2015
Q3 | $4.52M | Sell |
118,261
-13,911
| -11% | -$531K | 0.93% | 37 |
|
|
2015
Q2 | $5.95M | Buy |
132,172
+5,060
| +4% | +$228K | 1.12% | 25 |
|
|
2015
Q1 | $6.82M | Buy |
127,112
+6,176
| +5% | +$331K | 1.03% | 32 |
|
|
2014
Q4 | $6.49M | Buy |
120,936
+9,229
| +8% | +$495K | 1.06% | 33 |
|
|
2014
Q3 | $6.3M | Buy |
111,707
+6,137
| +6% | +$346K | 1.05% | 29 |
|
|
2014
Q2 | $5.45M | Buy |
105,570
+6,622
| +7% | +$342K | 0.95% | 32 |
|
|
2014
Q1 | $5.03M | Buy |
98,948
+7,450
| +8% | +$378K | 0.96% | 34 |
|
|
2013
Q4 | $5.25M | Buy |
91,498
+9,020
| +11% | +$517K | 1.03% | 32 |
|
|
2013
Q3 | $4.52M | Buy |
82,478
+24,169
| +41% | +$1.32M | 0.96% | 34 |
|
|
2013
Q2 | $3.04M | Buy |
+58,309
| New | +$3.04M | 0.86% | 44 |
|