Karpas Strategies’s HSBC HSBC Stock Holding History

Karpas Strategies’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$1.18M	Hold	27,200	–	–	0.37%	57
2024 Q1	$1.07M	Hold	27,200	–	–	0.33%	61
2023 Q4	$1.1M	Hold	27,200	–	–	0.36%	58
2023 Q3	$1.07M	Hold	27,200	–	–	0.39%	52
2023 Q2	$1.08M	Hold	27,200	–	–	0.36%	57
2023 Q1	$928K	Hold	27,200	–	–	0.33%	63
2022 Q4	$848K	Hold	27,200	–	–	0.3%	65
2022 Q3	$709K	Hold	27,200	–	–	0.27%	65
2022 Q2	$889K	Hold	27,200	–	–	0.31%	62
2022 Q1	$931K	Hold	27,200	–	–	0.29%	66
2021 Q4	$820K	Hold	27,200	–	–	0.26%	67
2021 Q3	$821K	Hold	27,200	–	–	0.27%	65
2021 Q2	$785K	Hold	27,200	–	–	0.28%	64
2021 Q1	$793K	Hold	27,200	–	–	0.3%	64
2020 Q4	$705K	Hold	27,200	–	–	0.28%	68
2020 Q3	$533K	Hold	27,200	–	–	0.25%	71
2020 Q2	$635K	Hold	27,200	–	–	0.31%	60
2020 Q1	$762K	Hold	27,200	–	–	0.41%	54
2019 Q4	$1.06M	Hold	27,200	–	–	0.4%	52
2019 Q3	$1.04M	Hold	27,200	–	–	0.42%	48
2019 Q2	$1.14M	Sell	27,200 -324	-1%	-$13.5K	0.47%	44
2019 Q1	$1.1M	Sell	27,524 -688	-2%	-$27.6K	0.47%	46
2018 Q4	$1.12M	Sell	28,212 -340	-1%	-$13.5K	0.52%	45
2018 Q3	$1.2M	Sell	28,552 -317	-1%	-$13.3K	0.49%	48
2018 Q2	$1.28M	Sell	28,869 -292	-1%	-$13K	0.56%	45
2018 Q1	$1.3M	Sell	29,161 -607	-2%	-$27K	0.56%	44
2017 Q4	$1.41M	Hold	29,768	–	–	0.6%	43
2017 Q3	$1.34M	Hold	29,768	–	–	0.59%	42
2017 Q2	$1.26M	Sell	29,768 -342	-1%	-$14.5K	0.57%	44
2017 Q1	$1.11M	Hold	30,110	–	–	0.51%	46
2016 Q4	$1.09M	Hold	30,110	–	–	0.52%	46
2016 Q3	$1.02M	Sell	30,110 -419	-1%	-$14.2K	0.5%	42
2016 Q2	$852K	Hold	30,529	–	–	0.43%	52
2016 Q1	$846K	Hold	30,529	–	–	0.44%	52
2015 Q4	$1.07M	Hold	30,529	–	–	0.57%	43
2015 Q3	$1.03M	Hold	30,529	–	–	0.57%	43
2015 Q2	$1.22M	Sell	30,529 -321	-1%	-$12.8K	0.61%	42
2015 Q1	$1.16M	Sell	30,850 -717	-2%	-$26.9K	0.56%	45
2014 Q4	$1.29M	Hold	31,567	–	–	0.62%	41
2014 Q3	$1.38M	Hold	31,567	–	–	0.69%	38
2014 Q2	$1.38M	Hold	31,567	–	–	0.69%	39
2014 Q1	$1.38M	Hold	31,567	–	–	0.74%	39
2013 Q4	$1.5M	Hold	31,567	–	–	0.83%	37
2013 Q3	$1.48M	Hold	31,567	–	–	0.86%	35
2013 Q2	$1.41M	Buy	+31,567	New	+$1.41M	0.86%	35