Veritable’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-6,878
| Closed | -$258K | – | 798 |
|
|
2015
Q1 | $258K | Buy |
6,878
+61
| +0.9% | +$2.29K | 0.01% | 786 |
|
|
2014
Q4 | $277K | Sell |
6,817
-217
| -3% | -$8.82K | 0.01% | 773 |
|
|
2014
Q3 | $308K | Buy |
7,034
+1,007
| +17% | +$44.1K | 0.01% | 757 |
|
|
2014
Q2 | $264K | Buy |
6,027
+898
| +18% | +$39.3K | 0.01% | 792 |
|
|
2014
Q1 | $225K | Sell |
5,129
-284
| -5% | -$12.5K | ﹤0.01% | 824 |
|
|
2013
Q4 | $257K | Hold |
5,413
| – | – | 0.01% | 764 |
|
|
2013
Q3 | $253K | Sell |
5,413
-4,297
| -44% | -$201K | 0.01% | 779 |
|
|
2013
Q2 | $434K | Buy |
+9,710
| New | +$434K | 0.01% | 615 |
|