Proficio Capital Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,986
| Closed | -$83K | – | 765 |
|
2019
Q2 | $83K | Sell |
1,986
-193
| -9% | -$8.07K | 0.03% | 246 |
|
2019
Q1 | $87K | Sell |
2,179
-3,980
| -65% | -$159K | 0.03% | 220 |
|
2018
Q4 | $244K | Sell |
6,159
-1,356
| -18% | -$53.7K | 0.11% | 95 |
|
2018
Q3 | $315K | Buy |
7,515
+235
| +3% | +$9.85K | 0.1% | 91 |
|
2018
Q2 | $323K | Buy |
7,280
+38
| +0.5% | +$1.69K | 0.13% | 96 |
|
2018
Q1 | $322K | Buy |
7,242
+114
| +2% | +$5.07K | 0.09% | 93 |
|
2017
Q4 | $336K | Sell |
7,128
-147
| -2% | -$6.93K | 0.11% | 97 |
|
2017
Q3 | $328K | Buy |
7,275
+154
| +2% | +$6.94K | 0.13% | 95 |
|
2017
Q2 | $327K | Buy |
7,121
+118
| +2% | +$5.42K | 0.14% | 106 |
|
2017
Q1 | $274K | Buy |
7,003
+2,037
| +41% | +$79.7K | 0.12% | 120 |
|
2016
Q4 | $180K | Buy |
4,966
+468
| +10% | +$17K | 0.08% | 140 |
|
2016
Q3 | $153K | Buy |
4,498
+7
| +0.2% | +$238 | 0.09% | 146 |
|
2016
Q2 | $130K | Buy |
4,491
+2,958
| +193% | +$85.6K | 0.08% | 157 |
|
2016
Q1 | $43K | Buy |
1,533
+737
| +93% | +$20.7K | 0.04% | 233 |
|
2015
Q4 | $28K | Buy |
+796
| New | +$28K | 0.03% | 158 |
|