Kelleher Financial Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $249K | Sell |
6,283
-567
| -8% | -$22.5K | 0.4% | 68 |
|
|
2018
Q3 | $287K | Sell |
6,850
-133
| -2% | -$5.57K | 0.37% | 68 |
|
|
2018
Q2 | $310K | Sell |
6,983
-66
| -0.9% | -$2.93K | 0.44% | 64 |
|
|
2018
Q1 | $313K | Sell |
7,049
-212
| -3% | -$9.41K | 0.43% | 61 |
|
|
2017
Q4 | $343K | Sell |
7,261
-674
| -8% | -$31.8K | 0.54% | 55 |
|
|
2017
Q3 | $358K | Hold |
7,935
| – | – | 0.75% | 48 |
|
|
2017
Q2 | $336K | Sell |
7,935
-434
| -5% | -$18.4K | 0.65% | 53 |
|
|
2017
Q1 | $309K | Buy |
8,369
+2,408
| +40% | +$88.9K | 0.66% | 52 |
|
|
2016
Q4 | $216K | Buy |
5,961
+66
| +1% | +$2.39K | 0.12% | 123 |
|
|
2016
Q3 | $200K | Buy |
+5,895
| New | +$200K | 0.11% | 126 |
|
|
2016
Q2 | – | Sell |
-7,138
| Closed | -$197K | – | 164 |
|
|
2016
Q1 | $197K | Buy |
+7,138
| New | +$197K | 0.11% | 146 |
|