Howe & Rusling’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-346
| Closed | -$12K | – | 1025 |
|
|
2015
Q4 | $12K | Buy |
+346
| New | +$12K | ﹤0.01% | 463 |
|
|
2014
Q4 | – | Sell |
-374
| Closed | -$16K | – | 919 |
|
|
2014
Q3 | $16K | Sell |
374
-850
| -69% | -$36.4K | ﹤0.01% | 418 |
|
|
2014
Q2 | $54K | Buy |
1,224
+171
| +16% | +$7.54K | 0.01% | 297 |
|
|
2014
Q1 | $46K | Buy |
1,053
+177
| +20% | +$7.73K | 0.01% | 334 |
|
|
2013
Q4 | $42K | Sell |
876
-177
| -17% | -$8.49K | 0.01% | 321 |
|
|
2013
Q3 | $50K | Buy |
1,053
+25
| +2% | +$1.19K | 0.02% | 321 |
|
|
2013
Q2 | $46K | Buy |
+1,028
| New | +$46K | 0.01% | 351 |
|