SS
Sunbelt Securities’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,519
| Closed | -$797K | – | 85 |
|
|
2017
Q1 | $797K | Sell |
19,519
-436
| -2% | -$17.8K | 1.2% | 18 |
|
|
2016
Q4 | $802K | Buy |
19,955
+40
| +0.2% | +$1.61K | 1.22% | 19 |
|
|
2016
Q3 | $749K | Buy |
19,915
+579
| +3% | +$21.8K | 0.9% | 22 |
|
|
2016
Q2 | $605K | Buy |
19,336
+2,334
| +14% | +$73K | 0.79% | 27 |
|
|
2016
Q1 | $529K | Buy |
17,002
+1,100
| +7% | +$34.2K | 0.77% | 28 |
|
|
2015
Q4 | $628K | Buy |
15,902
+892
| +6% | +$35.2K | 0.88% | 25 |
|
|
2015
Q3 | $569K | Buy |
15,010
+4,848
| +48% | +$184K | 0.77% | 27 |
|
|
2015
Q2 | $455K | Sell |
10,162
-3,848
| -27% | -$172K | 0.63% | 33 |
|
|
2015
Q1 | $597K | Hold |
14,010
| – | – | 0.89% | 22 |
|
|
2014
Q4 | $662K | Buy |
+14,010
| New | +$662K | 0.87% | 20 |
|