PacWest Financial Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,073
| Closed | -$354K | – | 82 |
|
|
2015
Q4 | $354K | Sell |
10,073
-21,715
| -68% | -$763K | 0.24% | 73 |
|
|
2015
Q3 | $1.07M | Sell |
31,788
-2,497
| -7% | -$84.3K | 0.79% | 59 |
|
|
2015
Q2 | $1.37M | Sell |
34,285
-1,115
| -3% | -$44.5K | 0.96% | 52 |
|
|
2015
Q1 | $1.33M | Sell |
35,400
-1,682
| -5% | -$63.1K | 0.94% | 54 |
|
|
2014
Q4 | $1.51M | Buy |
37,082
+29
| +0.1% | +$1.18K | 1.07% | 50 |
|
|
2014
Q3 | $1.62M | Buy |
37,053
+185
| +0.5% | +$8.11K | 1.21% | 34 |
|
|
2014
Q2 | $1.61M | Buy |
36,868
+1,706
| +5% | +$74.7K | 1.2% | 35 |
|
|
2014
Q1 | $1.54M | Buy |
35,162
+3,946
| +13% | +$173K | 1.19% | 33 |
|
|
2013
Q4 | $1.48K | Buy |
31,216
+157
| +0.5% | +$7 | 0.45% | 36 |
|
|
2013
Q3 | $1.45M | Buy |
31,059
+41
| +0.1% | +$1.92K | 1.25% | 32 |
|
|
2013
Q2 | $1.39M | Buy |
+31,018
| New | +$1.39M | 1.32% | 30 |
|