Alera Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $280K | Sell |
6,194
-1,851
| -23% | -$83.6K | 0.03% | 215 |
|
|
2024
Q2 | $350K | Buy |
+8,045
| New | +$350K | 0.04% | 173 |
|
|
2019
Q2 | – | Sell |
-1,239
| Closed | -$50K | – | 480 |
|
|
2019
Q1 | $50K | Buy |
1,239
+28
| +2% | +$1.13K | 0.02% | 165 |
|
|
2018
Q4 | $48K | Buy |
+1,211
| New | +$48K | 0.03% | 179 |
|