West Oak Capital’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15
| Closed | -$649 | – | 345 |
|
|
2017
Q2 | $649 | Hold |
15
| – | – | ﹤0.01% | 342 |
|
|
2017
Q1 | $571 | Hold |
15
| – | – | ﹤0.01% | 366 |
|
|
2016
Q4 | $563 | Hold |
15
| – | – | ﹤0.01% | 337 |
|
|
2016
Q3 | $527 | Sell |
15
-1
| -6% | -$35 | ﹤0.01% | 371 |
|
|
2016
Q2 | $438 | Sell |
16
-156
| -91% | -$4.27K | ﹤0.01% | 330 |
|
|
2016
Q1 | $4.76K | Hold |
172
| – | – | ﹤0.01% | 229 |
|
|
2015
Q4 | $6.04K | Buy |
172
+16
| +10% | +$562 | ﹤0.01% | 226 |
|
|
2015
Q3 | $5.27K | Hold |
156
| – | – | ﹤0.01% | 233 |
|
|
2015
Q2 | $6.23K | Sell |
156
-2
| -1% | -$80 | ﹤0.01% | 228 |
|
|
2015
Q1 | $5.92K | Sell |
158
-789
| -83% | -$29.6K | ﹤0.01% | 230 |
|
|
2014
Q4 | $38.5K | Buy |
947
+786
| +488% | +$32K | 0.03% | 161 |
|
|
2014
Q3 | $7.07K | Hold |
161
| – | – | 0.01% | 215 |
|
|
2014
Q2 | $7.06K | Hold |
161
| – | – | 0.01% | 217 |
|
|
2014
Q1 | $7.07K | Hold |
161
| – | – | 0.01% | 212 |
|
|
2013
Q4 | $7.66K | Hold |
161
| – | – | 0.01% | 212 |
|
|
2013
Q3 | $7.54K | Hold |
161
| – | – | 0.01% | 207 |
|
|
2013
Q2 | $7.21K | Buy |
+161
| New | +$7.21K | 0.01% | 204 |
|