B. Riley Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,960
| Closed | -$275K | – | 1489 |
|
|
2024
Q1 | $275K | Buy |
+6,960
| New | +$275K | 0.01% | 1087 |
|
|
2023
Q4 | – | Sell |
-6,960
| Closed | -$275K | – | 1448 |
|
|
2023
Q3 | $275K | Buy |
+6,960
| New | +$275K | 0.01% | 1087 |
|
|
2020
Q1 | – | Sell |
-6,206
| Closed | -$243K | – | 839 |
|
|
2019
Q4 | $243K | Sell |
6,206
-289
| -4% | -$11.3K | 0.02% | 691 |
|
|
2019
Q3 | $250K | Buy |
+6,495
| New | +$250K | 0.02% | 656 |
|
|
2016
Q1 | – | Sell |
-7,548
| Closed | -$267K | – | 580 |
|
|
2015
Q4 | $267K | Sell |
7,548
-2,040
| -21% | -$72.2K | 0.05% | 403 |
|
|
2015
Q3 | $324K | Buy |
9,588
+95
| +1% | +$3.21K | 0.08% | 333 |
|
|
2015
Q2 | $382K | Buy |
9,493
+2,305
| +32% | +$92.8K | 0.09% | 266 |
|
|
2015
Q1 | $269K | Buy |
7,188
+2,525
| +54% | +$94.5K | 0.07% | 393 |
|
|
2014
Q4 | $190 | Buy |
4,663
+47
| +1% | +$2 | ﹤0.01% | 1407 |
|
|
2014
Q3 | $202K | Buy |
4,616
+126
| +3% | +$5.51K | 0.05% | 511 |
|
|
2014
Q2 | $197K | Buy |
+4,490
| New | +$197K | 0.05% | 460 |
|