U.S. Global Investors (USGI)’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,000
| Closed | -$357K | – | 135 |
|
|
2023
Q2 | $357K | Buy |
9,000
+7,000
| +350% | +$277K | 0.02% | 84 |
|
|
2023
Q1 | $68.3K | Buy |
+2,000
| New | +$68.3K | ﹤0.01% | 114 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 123 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 129 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 146 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 142 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 147 |
|
|
2020
Q3 | – | Sell |
-15,000
| Closed | -$350K | – | 169 |
|
|
2020
Q2 | $350K | Buy |
+15,000
| New | +$350K | 0.03% | 96 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 179 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 193 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 174 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 112 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 131 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 153 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 154 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 167 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 169 |
|