Ronald Blue & Co’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $204K | Sell |
4,794
-1,155
| -19% | -$49.1K | 0.01% | 214 |
|
|
2017
Q1 | $219K | Buy |
+5,949
| New | +$219K | 0.01% | 194 |
|
|
2015
Q4 | – | Sell |
-20,240
| Closed | -$684K | – | 241 |
|
|
2015
Q3 | $684K | Sell |
20,240
-2,399
| -11% | -$81.1K | 0.04% | 100 |
|
|
2015
Q2 | $904K | Sell |
22,639
-6,532
| -22% | -$261K | 0.04% | 92 |
|
|
2015
Q1 | $1.1M | Buy |
29,171
+543
| +2% | +$20.4K | 0.05% | 77 |
|
|
2014
Q4 | $1.17M | Sell |
28,628
-426
| -1% | -$17.3K | 0.06% | 78 |
|
|
2014
Q3 | $1.27M | Sell |
29,054
-2,648
| -8% | -$116K | 0.08% | 60 |
|
|
2014
Q2 | $1.39M | Buy |
31,702
+2,035
| +7% | +$89.1K | 0.09% | 58 |
|
|
2014
Q1 | $1.3M | Buy |
29,667
+1,433
| +5% | +$62.8K | 0.09% | 58 |
|
|
2013
Q4 | $1.34M | Buy |
28,234
+1,193
| +4% | +$56.7K | 0.1% | 63 |
|
|
2013
Q3 | $1.27M | Buy |
27,041
+26,750
| +9,192% | +$1.25M | 0.1% | 55 |
|
|
2013
Q2 | $13K | Buy |
+291
| New | +$13K | ﹤0.01% | 219 |
|