L.J. Altfest & Co’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,133
| Closed | -$310K | – | 159 |
|
|
2017
Q4 | $310K | Buy |
+13,133
| New | +$310K | 0.12% | 128 |
|
|
2016
Q1 | – | Sell |
-13,468
| Closed | -$307K | – | 90 |
|
|
2015
Q4 | $307K | Hold |
13,468
| – | – | 0.3% | 72 |
|
|
2015
Q3 | $304K | Hold |
13,468
| – | – | 0.3% | 72 |
|
|
2015
Q2 | $303K | Sell |
13,468
-142
| -1% | -$3.2K | 0.28% | 73 |
|
|
2015
Q1 | $308K | Sell |
13,610
-317
| -2% | -$7.17K | 0.29% | 71 |
|
|
2014
Q4 | $308K | Buy |
+13,927
| New | +$308K | 0.25% | 82 |
|
|
2014
Q1 | – | Sell |
-13,927
| Closed | -$296K | – | 108 |
|
|
2013
Q4 | $296K | Buy |
+13,927
| New | +$296K | 0.25% | 85 |
|