WEC
Winslow Evans & Crocker’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-437
| Closed | -$10K | – | 1123 |
|
|
2020
Q2 | $10K | Sell |
437
-27
| -6% | -$618 | ﹤0.01% | 737 |
|
|
2020
Q1 | $14K | Buy |
464
+18
| +4% | +$543 | ﹤0.01% | 637 |
|
|
2019
Q4 | $18K | Sell |
446
-42
| -9% | -$1.7K | ﹤0.01% | 681 |
|
|
2019
Q3 | $20K | Buy |
488
+60
| +14% | +$2.46K | 0.01% | 646 |
|
|
2019
Q2 | $18K | Buy |
428
+408
| +2,040% | +$17.2K | 0.01% | 688 |
|
|
2019
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 1044 |
|
|
2018
Q1 | $906 | Hold |
20
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q4 | $982 | Hold |
20
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q3 | $940 | Sell |
20
-694
| -97% | -$32.6K | ﹤0.01% | 1063 |
|
|
2017
Q2 | $33.1K | Sell |
714
-116
| -14% | -$5.38K | 0.01% | 648 |
|
|
2017
Q1 | $33.8K | Hold |
830
| – | – | 0.01% | 622 |
|
|
2016
Q4 | $33.3K | Buy |
830
+114
| +16% | +$4.57K | 0.01% | 628 |
|
|
2016
Q3 | $26.9K | Hold |
716
| – | – | 0.01% | 671 |
|
|
2016
Q2 | $22.4K | Sell |
716
-21
| -3% | -$656 | 0.01% | 677 |
|
|
2016
Q1 | $22.9K | Sell |
737
-373
| -34% | -$11.6K | 0.01% | 662 |
|
|
2015
Q4 | $43.8K | Buy |
1,110
+16
| +1% | +$631 | 0.01% | 560 |
|
|
2015
Q3 | $41.4K | Buy |
1,094
+22
| +2% | +$833 | 0.01% | 549 |
|
|
2015
Q2 | $48K | Buy |
1,072
+342
| +47% | +$15.3K | 0.01% | 558 |
|
|
2015
Q1 | $31.1K | Sell |
730
-900
| -55% | -$38.3K | 0.01% | 638 |
|
|
2014
Q4 | $77K | Sell |
1,630
-1,192
| -42% | -$56.3K | 0.02% | 463 |
|
|
2014
Q3 | $144K | Sell |
2,822
-185
| -6% | -$9.41K | 0.04% | 356 |
|
|
2014
Q2 | $153K | Buy |
3,007
+510
| +20% | +$25.9K | 0.05% | 297 |
|
|
2014
Q1 | $127K | Buy |
2,497
+335
| +15% | +$17K | 0.04% | 321 |
|
|
2013
Q4 | $119K | Buy |
+2,162
| New | +$119K | 0.04% | 351 |
|