WA
WFG Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $9K | Sell |
195
-15,010
| -99% | -$693K | ﹤0.01% | 1171 |
|
|
2017
Q1 | $621K | Sell |
15,205
-65,895
| -81% | -$2.69M | 0.17% | 138 |
|
|
2016
Q4 | $3.26M | Sell |
81,100
-3,550
| -4% | -$143K | 0.8% | 21 |
|
|
2016
Q3 | $3.18M | Sell |
84,650
-1,173
| -1% | -$44.1K | 0.79% | 20 |
|
|
2016
Q2 | $2.69M | Sell |
85,823
-624
| -0.7% | -$19.5K | 0.72% | 24 |
|
|
2016
Q1 | $2.69M | Sell |
86,447
-7,005
| -7% | -$218K | 0.78% | 23 |
|
|
2015
Q4 | $3.69M | Buy |
93,452
+373
| +0.4% | +$14.7K | 1.1% | 16 |
|
|
2015
Q3 | $3.53M | Buy |
93,079
+4,662
| +5% | +$177K | 1.1% | 15 |
|
|
2015
Q2 | $3.96M | Buy |
88,417
+8,671
| +11% | +$389K | 1.09% | 11 |
|
|
2015
Q1 | $3.4M | Buy |
79,746
+14,961
| +23% | +$637K | 0.95% | 16 |
|
|
2014
Q4 | $3.06M | Buy |
64,785
+490
| +0.8% | +$23.1K | 0.62% | 21 |
|
|
2014
Q3 | $3.27M | Buy |
64,295
+6,950
| +12% | +$354K | 0.62% | 18 |
|
|
2014
Q2 | $2.91M | Buy |
57,345
+22,355
| +64% | +$1.14M | 0.54% | 24 |
|
|
2014
Q1 | $1.78M | Sell |
34,990
-632
| -2% | -$32.1K | 0.36% | 50 |
|
|
2013
Q4 | $1.96M | Sell |
35,622
-183
| -0.5% | -$10.1K | 0.28% | 81 |
|
|
2013
Q3 | $1.94M | Sell |
35,805
-1,513
| -4% | -$82.1K | 0.3% | 73 |
|
|
2013
Q2 | $1.94M | Buy |
+37,318
| New | +$1.94M | 0.32% | 68 |
|