Guardian Capital’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,816
| Closed | -$247K | – | 209 |
|
|
2017
Q2 | $247K | Sell |
5,816
-67
| -1% | -$2.85K | ﹤0.01% | 194 |
|
|
2017
Q1 | $217K | Sell |
5,883
-3,342
| -36% | -$123K | ﹤0.01% | 202 |
|
|
2016
Q4 | $335K | Hold |
9,225
| – | – | ﹤0.01% | 189 |
|
|
2016
Q3 | $313K | Sell |
9,225
-128
| -1% | -$4.34K | ﹤0.01% | 180 |
|
|
2016
Q2 | $261K | Buy |
+9,353
| New | +$261K | ﹤0.01% | 183 |
|
|
2014
Q2 | – | Sell |
-31,053
| Closed | -$1.36M | – | 207 |
|
|
2014
Q1 | $1.36M | Sell |
31,053
-8,592
| -22% | -$376K | 0.02% | 125 |
|
|
2013
Q4 | $1.88M | Buy |
+39,645
| New | +$1.88M | 0.03% | 106 |
|