Arkadios Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
35,070
-9,833
| -22% | -$598K | 0.06% | 326 |
|
|
2025
Q1 | $2.58M | Buy |
+44,903
| New | +$2.58M | 0.1% | 235 |
|
|
2021
Q4 | – | Sell |
-404
| Closed | -$10K | – | 1096 |
|
|
2021
Q3 | $10K | Hold |
404
| – | – | ﹤0.01% | 1436 |
|
|
2021
Q2 | $11K | Buy |
404
+10
| +3% | +$272 | ﹤0.01% | 1505 |
|
|
2021
Q1 | $11K | Hold |
394
| – | – | ﹤0.01% | 1158 |
|
|
2020
Q4 | $10K | Buy |
+394
| New | +$10K | ﹤0.01% | 955 |
|
|
2020
Q2 | – | Sell |
-395
| Closed | -$11.1K | – | 1034 |
|
|
2020
Q1 | $11.1K | Hold |
395
| – | – | 0.01% | 614 |
|
|
2019
Q4 | $15.1K | Buy |
+395
| New | +$15.1K | 0.01% | 515 |
|