Winthrop Partners - WNY’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $393K | Hold |
10,273
| – | – | 0.27% | 77 |
|
|
2019
Q2 | $429K | Sell |
10,273
-436
| -4% | -$18.2K | 0.32% | 73 |
|
|
2019
Q1 | $442K | Buy |
10,709
+54
| +0.5% | +$2.23K | 0.34% | 70 |
|
|
2018
Q4 | $422K | Sell |
10,655
-129
| -1% | -$5.11K | 0.39% | 64 |
|
|
2018
Q3 | $452K | Sell |
10,784
-119
| -1% | -$4.99K | 0.37% | 73 |
|
|
2018
Q2 | $484K | Sell |
10,903
-111
| -1% | -$4.93K | 0.4% | 70 |
|
|
2018
Q1 | $490K | Sell |
11,014
-229
| -2% | -$10.2K | 0.38% | 71 |
|
|
2017
Q4 | $509K | Buy |
+11,243
| New | +$509K | 0.42% | 75 |
|