Kanaly Trust’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $43K | Buy |
1,172
+78
| +7% | +$2.86K | 0.01% | 300 |
|
|
2016
Q3 | $37K | Sell |
1,094
-646
| -37% | -$21.8K | 0.01% | 322 |
|
|
2016
Q2 | $49K | Sell |
1,740
-776
| -31% | -$21.9K | 0.01% | 283 |
|
|
2016
Q1 | $70K | Sell |
2,516
-1,302
| -34% | -$36.2K | 0.01% | 244 |
|
|
2015
Q4 | $134K | Sell |
3,818
-141
| -4% | -$4.95K | 0.03% | 175 |
|
|
2015
Q3 | $134K | Sell |
3,959
-21
| -0.5% | -$711 | 0.03% | 172 |
|
|
2015
Q2 | $159K | Buy |
3,980
+2,751
| +224% | +$110K | 0.03% | 169 |
|
|
2015
Q1 | $46K | Buy |
1,229
+181
| +17% | +$6.78K | 0.01% | 294 |
|
|
2014
Q4 | $43K | Buy |
1,048
+179
| +21% | +$7.34K | 0.01% | 301 |
|
|
2014
Q3 | $38K | Hold |
869
| – | – | 0.01% | 318 |
|
|
2014
Q2 | $38K | Buy |
869
+219
| +34% | +$9.58K | 0.01% | 333 |
|
|
2014
Q1 | $28K | Buy |
650
+195
| +43% | +$8.4K | 0.01% | 355 |
|
|
2013
Q4 | $22K | Buy |
+455
| New | +$22K | ﹤0.01% | 367 |
|