Altium Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.23M | Buy |
37,522
+8,123
| +28% | +$265K | 0.09% | 138 |
|
|
2022
Q1 | $1.01M | Buy |
29,399
+19,869
| +208% | +$680K | 0.06% | 160 |
|
|
2021
Q4 | $287K | Buy |
9,530
+398
| +4% | +$12K | 0.02% | 325 |
|
|
2021
Q3 | $239K | Sell |
9,132
-234
| -2% | -$6.12K | 0.02% | 336 |
|
|
2021
Q2 | $270K | Sell |
9,366
-132
| -1% | -$3.81K | 0.02% | 329 |
|
|
2021
Q1 | $277K | Sell |
9,498
-461
| -5% | -$13.4K | 0.02% | 310 |
|
|
2020
Q4 | $258K | Sell |
9,959
-5,163
| -34% | -$134K | 0.02% | 306 |
|
|
2020
Q3 | $296K | Buy |
15,122
+2,042
| +16% | +$40K | 0.03% | 267 |
|
|
2020
Q2 | $305K | Buy |
13,080
+2,750
| +27% | +$64.1K | 0.03% | 265 |
|
|
2020
Q1 | $289K | Buy |
+10,330
| New | +$289K | 0.04% | 221 |
|