Opus Capital Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,121
| Closed | -$326K | – | 187 |
|
|
2019
Q1 | $326K | Sell |
8,121
-203
| -2% | -$8.15K | 0.09% | 171 |
|
|
2018
Q4 | $330K | Sell |
8,324
-100
| -1% | -$3.96K | 0.07% | 173 |
|
|
2018
Q3 | $353K | Sell |
8,424
-1,670
| -17% | -$70K | 0.08% | 181 |
|
|
2018
Q2 | $448K | Sell |
10,094
-102
| -1% | -$4.53K | 0.11% | 145 |
|
|
2018
Q1 | $453K | Sell |
10,196
-901
| -8% | -$40K | 0.11% | 146 |
|
|
2017
Q4 | $524K | Hold |
11,097
| – | – | 0.12% | 137 |
|
|
2017
Q3 | $501K | Buy |
11,097
+1,548
| +16% | +$69.9K | 0.11% | 140 |
|
|
2017
Q2 | $405K | Sell |
9,549
-110
| -1% | -$4.67K | 0.08% | 136 |
|
|
2017
Q1 | $356K | Hold |
9,659
| – | – | 0.05% | 180 |
|
|
2016
Q4 | $351K | Buy |
9,659
+2,392
| +33% | +$86.9K | 0.05% | 165 |
|
|
2016
Q3 | $247K | Sell |
7,267
-101
| -1% | -$3.43K | 0.05% | 173 |
|
|
2016
Q2 | $206K | Hold |
7,368
| – | – | 0.05% | 178 |
|
|
2016
Q1 | $204K | Hold |
7,368
| – | – | 0.05% | 181 |
|
|
2015
Q4 | $259K | Hold |
7,368
| – | – | 0.04% | 231 |
|
|
2015
Q3 | $249K | Hold |
7,368
| – | – | 0.04% | 223 |
|
|
2015
Q2 | $294K | Sell |
7,368
-78
| -1% | -$3.11K | 0.05% | 205 |
|
|
2015
Q1 | $280K | Sell |
7,446
-173
| -2% | -$6.51K | 0.04% | 205 |
|
|
2014
Q4 | $310K | Hold |
7,619
| – | – | 0.05% | 201 |
|
|
2014
Q3 | $334K | Sell |
7,619
-737
| -9% | -$32.3K | 0.05% | 206 |
|
|
2014
Q2 | $366K | Hold |
8,356
| – | – | 0.03% | 179 |
|
|
2014
Q1 | $366K | Hold |
8,356
| – | – | 0.03% | 162 |
|
|
2013
Q4 | $397K | Buy |
+8,356
| New | +$397K | 0.02% | 150 |
|