Aevitas Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,733
| Closed | -$109K | – | 192 |
|
|
2019
Q1 | $109K | Sell |
2,733
-70
| -2% | -$2.79K | 0.1% | 131 |
|
|
2018
Q4 | $111K | Sell |
2,803
-104
| -4% | -$4.12K | 0.11% | 128 |
|
|
2018
Q3 | $122K | Buy |
2,907
+134
| +5% | +$5.62K | 0.11% | 131 |
|
|
2018
Q2 | $123K | Buy |
2,773
+28
| +1% | +$1.24K | 0.12% | 127 |
|
|
2018
Q1 | $122K | Sell |
2,745
-57
| -2% | -$2.53K | 0.12% | 123 |
|
|
2017
Q4 | $132K | Buy |
+2,802
| New | +$132K | 0.13% | 121 |
|