Zeke Capital Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10,814
| Closed | -$480K | – | 695 |
|
|
2018
Q2 | $480K | Buy |
10,814
+122
| +1% | +$5.42K | 0.04% | 310 |
|
|
2018
Q1 | $475K | Sell |
10,692
-461
| -4% | -$20.5K | 0.04% | 338 |
|
|
2017
Q4 | $526K | Buy |
11,153
+3,054
| +38% | +$144K | 0.06% | 284 |
|
|
2017
Q3 | $366K | Hold |
8,099
| – | – | 0.05% | 285 |
|
|
2017
Q2 | $343K | Sell |
8,099
-1,230
| -13% | -$52.1K | 0.07% | 179 |
|
|
2017
Q1 | $344K | Buy |
9,329
+1,137
| +14% | +$41.9K | 0.07% | 164 |
|
|
2016
Q4 | $297K | Buy |
+8,192
| New | +$297K | 0.08% | 133 |
|