Ashton Thomas Private Wealth’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,908
Closed -$170K 1155
2024
Q2
$170K Sell
3,908
-1,227
-24% -$53.4K 0.01% 604
2024
Q1
$202K Sell
5,135
-18,486
-78% -$728K 0.01% 571
2023
Q4
$958K Sell
23,621
-678
-3% -$27.5K 0.06% 302
2023
Q3
$959K Sell
24,299
-365
-1% -$14.4K 0.07% 286
2023
Q2
$977K Buy
24,664
+18,082
+275% +$716K 0.07% 274
2023
Q1
$225K Sell
6,582
-21,945
-77% -$749K 0.02% 461
2022
Q4
$889K Buy
+28,527
New +$889K 0.09% 247