Winfield Associates’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,319
| Closed | -$63K | – | 346 |
|
|
2017
Q4 | $63K | Hold |
1,319
| – | – | 0.03% | 184 |
|
|
2017
Q3 | $60K | Hold |
1,319
| – | – | 0.03% | 185 |
|
|
2017
Q2 | $56K | Buy |
1,319
+13
| +1% | +$552 | 0.03% | 186 |
|
|
2017
Q1 | $48K | Hold |
1,306
| – | – | 0.03% | 190 |
|
|
2016
Q4 | $47K | Buy |
1,306
+116
| +10% | +$4.18K | 0.03% | 188 |
|
|
2016
Q3 | $40K | Sell |
1,190
-17
| -1% | -$571 | 0.03% | 190 |
|
|
2016
Q2 | $34K | Buy |
1,207
+51
| +4% | +$1.44K | 0.02% | 201 |
|
|
2016
Q1 | $32K | Buy |
+1,156
| New | +$32K | 0.02% | 200 |
|