Bailard’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,654
| Closed | -$224K | – | 739 |
|
2023
Q2 | $224K | Sell |
5,654
-2,219
| -28% | -$87.9K | 0.01% | 611 |
|
2023
Q1 | $269K | Buy |
7,873
+425
| +6% | +$14.5K | 0.01% | 537 |
|
2022
Q4 | $232K | Sell |
7,448
-1,657
| -18% | -$51.6K | 0.01% | 604 |
|
2022
Q3 | $237K | Sell |
9,105
-510
| -5% | -$13.3K | 0.01% | 528 |
|
2022
Q2 | $314K | Buy |
9,615
+914
| +11% | +$29.8K | 0.01% | 473 |
|
2022
Q1 | $298K | Buy |
+8,701
| New | +$298K | 0.01% | 533 |
|