Mercer Capital Advisers’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 |
-2,000
| Closed | -$84K | – | 232 |
|
|
2018
Q3 | $84K | Buy |
2,000
+21
| +1% | +$882 | 0.06% | 126 |
|
|
2018
Q2 | $88K | Buy |
1,979
+21
| +1% | +$934 | 0.06% | 127 |
|
|
2018
Q1 | $87K | Sell |
1,958
-40
| -2% | -$1.78K | 0.06% | 129 |
|
|
2017
Q4 | $94K | Buy |
1,998
+19
| +1% | +$894 | 0.07% | 124 |
|
|
2017
Q3 | $89K | Buy |
1,979
+43
| +2% | +$1.93K | 0.07% | 132 |
|
|
2017
Q2 | $82K | Buy |
1,936
+26
| +1% | +$1.1K | 0.06% | 136 |
|
|
2017
Q1 | $70K | Hold |
1,910
| – | – | 0.05% | 146 |
|
|
2016
Q4 | $69K | Buy |
1,910
+26
| +1% | +$939 | 0.06% | 145 |
|
|
2016
Q3 | $64K | Buy |
1,884
+30
| +2% | +$1.02K | 0.05% | 151 |
|
|
2016
Q2 | $52K | Buy |
1,854
+58
| +3% | +$1.63K | 0.04% | 163 |
|
|
2016
Q1 | $50K | Hold |
1,796
| – | – | 0.04% | 158 |
|
|
2015
Q4 | $63K | Buy |
1,796
+43
| +2% | +$1.51K | 0.06% | 142 |
|
|
2015
Q3 | $59K | Buy |
1,753
+18
| +1% | +$606 | 0.05% | 145 |
|
|
2015
Q2 | $69K | Buy |
1,735
+22
| +1% | +$875 | 0.06% | 143 |
|
|
2015
Q1 | $64K | Sell |
1,713
-39
| -2% | -$1.46K | 0.06% | 147 |
|
|
2014
Q4 | $71K | Buy |
+1,752
| New | +$71K | 0.06% | 142 |
|