United Asset Strategies’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,122
| Closed | -$684K | – | 132 |
|
|
2015
Q2 | $684K | Buy |
17,122
+1,845
| +12% | +$73.7K | 0.31% | 77 |
|
|
2015
Q1 | $669K | Sell |
15,277
-246
| -2% | -$10.8K | 0.31% | 74 |
|
|
2014
Q4 | $632K | Sell |
15,523
-191
| -1% | -$7.78K | 0.27% | 79 |
|
|
2014
Q3 | $689K | Buy |
+15,714
| New | +$689K | 0.31% | 78 |
|