Reilly Financial Advisors’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 |
-13
| Closed | – | – | 899 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 934 |
|
|
2019
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 926 |
|
|
2018
Q4 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 898 |
|
|
2018
Q3 | $1K | Sell |
14
-466
| -97% | -$33.3K | ﹤0.01% | 968 |
|
|
2018
Q2 | $21K | Sell |
480
-5
| -1% | -$219 | ﹤0.01% | 484 |
|
|
2018
Q1 | $22K | Buy |
485
+471
| +3,364% | +$21.4K | ﹤0.01% | 464 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 919 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 948 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 905 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 880 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 833 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 990 |
|
|
2015
Q4 | – | Sell |
-224
| Closed | -$8K | – | 1008 |
|
|
2015
Q3 | $8K | Sell |
224
-562
| -72% | -$20.1K | ﹤0.01% | 842 |
|
|
2015
Q2 | $31K | Buy |
+786
| New | +$31K | 0.01% | 550 |
|
|
2015
Q1 | – | Sell |
-279
| Closed | -$2K | – | 1327 |
|
|
2014
Q4 | $2K | Hold |
279
| – | – | ﹤0.01% | 758 |
|
|
2014
Q3 | $2K | Hold |
279
| – | – | ﹤0.01% | 766 |
|
|
2014
Q2 | $2K | Hold |
279
| – | – | ﹤0.01% | 786 |
|
|
2014
Q1 | $2K | Hold |
279
| – | – | ﹤0.01% | 761 |
|
|
2013
Q4 | $3K | Hold |
279
| – | – | ﹤0.01% | 749 |
|
|
2013
Q3 | $3K | Sell |
279
-60
| -18% | -$645 | ﹤0.01% | 666 |
|
|
2013
Q2 | $6K | Buy |
+339
| New | +$6K | ﹤0.01% | 585 |
|