Rockefeller Financial Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $9K | Hold |
197
| – | – | ﹤0.01% | 496 |
|
|
2017
Q3 | $9K | Buy |
+197
| New | +$9K | ﹤0.01% | 505 |
|
|
2014
Q3 | – | Sell |
-519
| Closed | -$23K | – | 533 |
|
|
2014
Q2 | $23K | Buy |
+519
| New | +$23K | ﹤0.01% | 458 |
|
|
2014
Q1 | – | Sell |
-73
| Closed | -$3K | – | 519 |
|
|
2013
Q4 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 492 |
|