Nelson Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-200
| Closed | -$8K | – | 188 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 257 |
|
|
2019
Q2 | $8K | Sell |
200
-2
| -1% | -$80 | ﹤0.01% | 236 |
|
|
2019
Q1 | $8K | Sell |
202
-5
| -2% | -$198 | ﹤0.01% | 214 |
|
|
2018
Q4 | $8K | Sell |
207
-3
| -1% | -$116 | ﹤0.01% | 220 |
|
|
2018
Q3 | $9K | Sell |
210
-2
| -0.9% | -$86 | ﹤0.01% | 212 |
|
|
2018
Q2 | $9K | Sell |
212
-2
| -0.9% | -$85 | ﹤0.01% | 202 |
|
|
2018
Q1 | $10K | Buy |
+214
| New | +$10K | ﹤0.01% | 206 |
|
|
2017
Q4 | – | Sell |
-219
| Closed | -$10K | – | 348 |
|
|
2017
Q3 | $10K | Hold |
219
| – | – | ﹤0.01% | 205 |
|
|
2017
Q2 | $9K | Sell |
219
-2
| -0.9% | -$82 | ﹤0.01% | 216 |
|
|
2017
Q1 | $8K | Hold |
221
| – | – | ﹤0.01% | 221 |
|
|
2016
Q4 | $8K | Hold |
221
| – | – | ﹤0.01% | 210 |
|
|
2016
Q3 | $8K | Sell |
221
-3
| -1% | -$109 | ﹤0.01% | 217 |
|
|
2016
Q2 | $6K | Hold |
224
| – | – | ﹤0.01% | 226 |
|
|
2016
Q1 | $6K | Hold |
224
| – | – | ﹤0.01% | 218 |
|
|
2015
Q4 | $8K | Hold |
224
| – | – | ﹤0.01% | 206 |
|
|
2015
Q3 | $8K | Hold |
224
| – | – | ﹤0.01% | 201 |
|
|
2015
Q2 | $9K | Sell |
224
-3
| -1% | -$121 | ﹤0.01% | 207 |
|
|
2015
Q1 | $9K | Sell |
227
-5
| -2% | -$198 | ﹤0.01% | 210 |
|
|
2014
Q4 | $9K | Hold |
232
| – | – | ﹤0.01% | 236 |
|
|
2014
Q3 | $10K | Hold |
232
| – | – | ﹤0.01% | 236 |
|
|
2014
Q2 | $10K | Hold |
232
| – | – | ﹤0.01% | 236 |
|
|
2014
Q1 | $10K | Hold |
232
| – | – | ﹤0.01% | 201 |
|
|
2013
Q4 | $11K | Hold |
232
| – | – | ﹤0.01% | 180 |
|
|
2013
Q3 | $11K | Hold |
232
| – | – | 0.01% | 172 |
|
|
2013
Q2 | $10K | Buy |
+232
| New | +$10K | 0.01% | 177 |
|