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 |
|