Independent Portfolio Consultants’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $812K | Sell |
19,164
-5,171
| -21% | -$219K | 0.34% | 84 |
|
|
2017
Q1 | $897K | Sell |
24,335
-3,169
| -12% | -$117K | 0.31% | 101 |
|
|
2016
Q4 | $998K | Buy |
27,504
+4,196
| +18% | +$152K | 0.33% | 90 |
|
|
2016
Q3 | $792K | Sell |
23,308
-1,182
| -5% | -$40.2K | 0.25% | 128 |
|
|
2016
Q2 | $683K | Sell |
24,490
-1,224
| -5% | -$34.1K | 0.22% | 155 |
|
|
2016
Q1 | $713K | Buy |
25,714
+1,532
| +6% | +$42.5K | 0.2% | 148 |
|
|
2015
Q4 | $850K | Sell |
24,182
-2,671
| -10% | -$93.9K | 0.25% | 120 |
|
|
2015
Q3 | $906K | Sell |
26,853
-28,249
| -51% | -$953K | 0.2% | 148 |
|
|
2015
Q2 | $2.2M | Sell |
55,102
-5,502
| -9% | -$220K | 0.44% | 60 |
|
|
2015
Q1 | $2.28M | Buy |
60,604
+1,567
| +3% | +$58.8K | 0.47% | 65 |
|
|
2014
Q4 | $2.4M | Buy |
59,037
+29,597
| +101% | +$1.2M | 0.48% | 60 |
|
|
2014
Q3 | $1.29M | Buy |
29,440
+3,035
| +11% | +$133K | 0.35% | 66 |
|
|
2014
Q2 | $1.16M | Buy |
26,405
+186
| +0.7% | +$8.14K | 0.32% | 70 |
|
|
2014
Q1 | $1.15M | Sell |
26,219
-812
| -3% | -$35.6K | 0.36% | 67 |
|
|
2013
Q4 | $1.28M | Buy |
27,031
+273
| +1% | +$13K | 0.45% | 41 |
|
|
2013
Q3 | $1.25M | Buy |
26,758
+35
| +0.1% | +$1.64K | 0.5% | 27 |
|
|
2013
Q2 | $1.2M | Buy |
+26,723
| New | +$1.2M | 0.54% | 17 |
|