Stellar Capital Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-70,013
| Closed | -$1.96M | – | 77 |
|
2020
Q1 | $1.96M | Sell |
70,013
-5,885
| -8% | -$165K | 1.61% | 26 |
|
2019
Q4 | $2.97M | Sell |
75,898
-2,160
| -3% | -$84.4K | 1.74% | 24 |
|
2019
Q3 | $2.99M | Buy |
78,058
+2,539
| +3% | +$97.2K | 1.92% | 23 |
|
2019
Q2 | $3.07M | Sell |
75,519
-899
| -1% | -$36.5K | 2% | 19 |
|
2019
Q1 | $3.07M | Sell |
76,418
-532
| -0.7% | -$21.3K | 2% | 19 |
|
2018
Q4 | $3.05M | Sell |
76,950
-5,635
| -7% | -$223K | 2.39% | 12 |
|
2018
Q3 | $3.46M | Buy |
82,585
+1,237
| +2% | +$51.8K | 2.22% | 14 |
|
2018
Q2 | $3.61M | Buy |
81,348
+768
| +1% | +$34.1K | 2.37% | 10 |
|
2018
Q1 | $3.58M | Buy |
80,580
+2,767
| +4% | +$123K | 2.31% | 10 |
|
2017
Q4 | $3.67M | Buy |
77,813
+3,113
| +4% | +$147K | 2.44% | 12 |
|
2017
Q3 | $3.37M | Buy |
74,700
+695
| +0.9% | +$31.4K | 2.37% | 13 |
|
2017
Q2 | $3.14M | Buy |
74,005
+213
| +0.3% | +$9.03K | 2.28% | 15 |
|
2017
Q1 | $2.72M | Buy |
+73,792
| New | +$2.72M | 2.07% | 18 |
|