Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-668
Closed -$26K 454
2019
Q3
$26K Hold
668
﹤0.01% 372
2019
Q2
$28K Sell
668
-8
-1% -$335 ﹤0.01% 369
2019
Q1
$27K Sell
676
-17
-2% -$685 ﹤0.01% 348
2018
Q4
$27K Sell
693
-8
-1% -$320 ﹤0.01% 316
2018
Q3
$29K Sell
701
-8
-1% -$347 ﹤0.01% 366
2018
Q2
$31K Sell
709
-7
-1% -$321 ﹤0.01% 367
2018
Q1
$32K Sell
716
-15
-2% -$714 ﹤0.01% 400
2017
Q4
$34K Hold
731
﹤0.01% 418
2017
Q3
$33K Hold
731
﹤0.01% 412
2017
Q2
$31K Sell
731
-8
-1% -$311 ﹤0.01% 409
2017
Q1
$27K Hold
739
﹤0.01% 418
2016
Q4
$27K Hold
739
﹤0.01% 416
2016
Q3
$25K Sell
739
-11
-1% -$345 ﹤0.01% 423
2016
Q2
$21K Hold
750
﹤0.01% 445
2016
Q1
$21K Hold
750
﹤0.01% 436
2015
Q4
$26K Hold
750
﹤0.01% 420
2015
Q3
$25K Hold
750
﹤0.01% 414
2015
Q2
$30K Sell
750
-8
-1% -$333 ﹤0.01% 412
2015
Q1
$28K Sell
758
-17
-2% -$663 ﹤0.01% 404
2014
Q4
$32K Hold
775
﹤0.01% 386
2014
Q3
$34K Hold
775
﹤0.01% 392
2014
Q2
$34K Hold
775
﹤0.01% 388
2014
Q1
$34K Hold
775
﹤0.01% 378
2013
Q4
$37K Hold
775
﹤0.01% 322
2013
Q3
$36K Hold
775
﹤0.01% 331
2013
Q2
$35K Buy
+775
New +$36.3K ﹤0.01% 329

Other funds holding HSBC