Hochman Cole Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,024
| Closed | -$393K | – | 107 |
|
|
2020
Q1 | $393K | Sell |
14,024
-12,250
| -47% | -$343K | 0.27% | 64 |
|
|
2019
Q4 | $1.03M | Sell |
26,274
-833
| -3% | -$32.6K | 0.56% | 41 |
|
|
2019
Q3 | $1.04M | Hold |
27,107
| – | – | 0.65% | 36 |
|
|
2019
Q2 | $1.13M | Sell |
27,107
-323
| -1% | -$13.5K | 0.67% | 35 |
|
|
2019
Q1 | $1.1M | Sell |
27,430
-685
| -2% | -$27.5K | 0.66% | 36 |
|
|
2018
Q4 | $1.11M | Sell |
28,115
-339
| -1% | -$13.4K | 0.77% | 34 |
|
|
2018
Q3 | $1.19M | Sell |
28,454
-316
| -1% | -$13.2K | 0.74% | 31 |
|
|
2018
Q2 | $1.28M | Sell |
28,770
-291
| -1% | -$12.9K | 0.84% | 31 |
|
|
2018
Q1 | $1.29M | Sell |
29,061
-605
| -2% | -$26.9K | 0.9% | 30 |
|
|
2017
Q4 | $1.4M | Hold |
29,666
| – | – | 0.88% | 33 |
|
|
2017
Q3 | $1.34M | Hold |
29,666
| – | – | 0.88% | 34 |
|
|
2017
Q2 | $1.26M | Sell |
29,666
-341
| -1% | -$14.4K | 0.87% | 33 |
|
|
2017
Q1 | $1.11M | Hold |
30,007
| – | – | 0.8% | 35 |
|
|
2016
Q4 | $1.09M | Buy |
30,007
+22,393
| +294% | +$813K | 0.79% | 37 |
|
|
2016
Q3 | $259K | Buy |
+7,614
| New | +$259K | 0.19% | 69 |
|
|
2016
Q1 | – | Sell |
-6,029
| Closed | -$212K | – | 81 |
|
|
2015
Q4 | $212K | Buy |
+6,029
| New | +$212K | 0.18% | 72 |
|