Joel Isaacson & Co’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,838
| Closed | -$435K | – | 217 |
|
|
2019
Q1 | $435K | Buy |
10,838
+2,629
| +32% | +$106K | 0.06% | 147 |
|
|
2018
Q4 | $328K | Buy |
+8,209
| New | +$328K | 0.05% | 167 |
|
|
2017
Q1 | – | Sell |
-820
| Closed | -$30K | – | 330 |
|
|
2016
Q4 | $30K | Sell |
820
-93
| -10% | -$3.4K | 0.01% | 388 |
|
|
2016
Q3 | $31K | Sell |
913
-13
| -1% | -$441 | 0.01% | 404 |
|
|
2016
Q2 | $26K | Hold |
926
| – | – | 0.01% | 421 |
|
|
2016
Q1 | $26K | Hold |
926
| – | – | 0.01% | 442 |
|
|
2015
Q4 | $33K | Hold |
926
| – | – | 0.01% | 387 |
|
|
2015
Q3 | $31K | Hold |
926
| – | – | 0.01% | 404 |
|
|
2015
Q2 | $37K | Sell |
926
-10
| -1% | -$400 | 0.01% | 403 |
|
|
2015
Q1 | $35K | Buy |
936
+76
| +9% | +$2.84K | 0.01% | 408 |
|
|
2014
Q4 | $35K | Hold |
860
| – | – | 0.01% | 366 |
|
|
2014
Q3 | $38K | Hold |
860
| – | – | 0.01% | 339 |
|
|
2014
Q2 | $38K | Hold |
860
| – | – | 0.01% | 337 |
|
|
2014
Q1 | $38K | Hold |
860
| – | – | 0.01% | 330 |
|
|
2013
Q4 | $41K | Hold |
860
| – | – | 0.01% | 295 |
|
|
2013
Q3 | $40K | Hold |
860
| – | – | 0.02% | 292 |
|
|
2013
Q2 | $38K | Buy |
+860
| New | +$38K | 0.02% | 259 |
|