Integrated Wealth Counsel’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $15K | Hold |
403
| – | – | 0.03% | 127 |
|
|
2016
Q3 | $14K | Buy |
403
+291
| +260% | +$10.1K | 0.03% | 128 |
|
|
2016
Q2 | $3K | Hold |
112
| – | – | 0.01% | 75 |
|
|
2016
Q1 | $3K | Hold |
112
| – | – | 0.01% | 75 |
|
|
2015
Q4 | $4K | Sell |
112
-180
| -62% | -$6.43K | 0.01% | 70 |
|
|
2015
Q3 | $10K | Hold |
292
| – | – | 0.02% | 71 |
|
|
2015
Q2 | $12K | Sell |
292
-60
| -17% | -$2.47K | 0.02% | 69 |
|
|
2015
Q1 | $13K | Sell |
352
-164
| -32% | -$6.06K | 0.02% | 77 |
|
|
2014
Q4 | $21K | Hold |
516
| – | – | 0.03% | 73 |
|
|
2014
Q3 | $23K | Sell |
516
-5,014
| -91% | -$223K | 0.02% | 74 |
|
|
2014
Q2 | $242K | Sell |
5,530
-1,364
| -20% | -$59.7K | 0.19% | 35 |
|
|
2014
Q1 | $302K | Sell |
6,894
-859
| -11% | -$37.6K | 0.24% | 47 |
|
|
2013
Q4 | $368K | Sell |
7,753
-423
| -5% | -$20.1K | 0.27% | 48 |
|
|
2013
Q3 | $382K | Sell |
8,176
-720
| -8% | -$33.7K | 0.28% | 49 |
|
|
2013
Q2 | $398K | Buy |
+8,896
| New | +$398K | 0.29% | 51 |
|