ProVise Management Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,374
| Closed | -$213K | – | 309 |
|
|
2018
Q4 | $213K | Buy |
5,374
+512
| +11% | +$20.3K | 0.03% | 267 |
|
|
2018
Q3 | $204K | Sell |
4,862
-54
| -1% | -$2.27K | 0.03% | 304 |
|
|
2018
Q2 | $218 | Sell |
4,916
-50
| -1% | -$2 | 0.02% | 299 |
|
|
2018
Q1 | $221K | Sell |
4,966
-103
| -2% | -$4.58K | 0.03% | 277 |
|
|
2017
Q4 | $239K | Buy |
5,069
+144
| +3% | +$6.79K | 0.03% | 282 |
|
|
2017
Q3 | $222K | Hold |
4,925
| – | – | 0.03% | 286 |
|
|
2017
Q2 | $209K | Buy |
+4,925
| New | +$209K | 0.03% | 303 |
|