Krilogy Financial’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-633
| Closed | -$27K | – | 365 |
|
|
2018
Q3 | $27K | Buy |
+633
| New | +$27K | 0.01% | 383 |
|
|
2018
Q2 | – | Sell |
-1,160
| Closed | -$52K | – | 371 |
|
|
2018
Q1 | $52K | Sell |
1,160
-24
| -2% | -$1.08K | 0.01% | 320 |
|
|
2017
Q4 | $56K | Sell |
1,184
-219
| -16% | -$10.4K | 0.01% | 303 |
|
|
2017
Q3 | $63K | Hold |
1,403
| – | – | 0.02% | 314 |
|
|
2017
Q2 | $59K | Buy |
1,403
+514
| +58% | +$21.6K | 0.02% | 287 |
|
|
2017
Q1 | $32K | Hold |
889
| – | – | 0.01% | 355 |
|
|
2016
Q4 | $32K | Hold |
889
| – | – | 0.01% | 355 |
|
|
2016
Q3 | $30K | Sell |
889
-98
| -10% | -$3.31K | 0.01% | 381 |
|
|
2016
Q2 | $28K | Hold |
987
| – | – | 0.01% | 397 |
|
|
2016
Q1 | $27K | Buy |
+987
| New | +$27K | 0.01% | 353 |
|
|
2015
Q4 | – | Sell |
-987
| Closed | -$33K | – | 489 |
|
|
2015
Q3 | $33K | Buy |
+987
| New | +$33K | 0.02% | 253 |
|