Baldwin Wealth Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-259
| Closed | -$11.7K | – | 587 |
|
|
2024
Q3 | $11.7K | Buy |
259
+109
| +73% | +$4.93K | ﹤0.01% | 771 |
|
|
2024
Q2 | $6.53K | Hold |
150
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $5.9K | Hold |
150
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $6.08K | Hold |
150
| – | – | ﹤0.01% | 610 |
|
|
2023
Q3 | $5.92K | Hold |
150
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $5.94K | Hold |
150
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $5.12K | Hold |
150
| – | – | ﹤0.01% | 670 |
|
|
2022
Q4 | $4.67K | Buy |
+150
| New | +$4.67K | ﹤0.01% | 664 |
|
|
2020
Q4 | – | Sell |
-2,730
| Closed | -$53K | – | 559 |
|
|
2020
Q3 | $53K | Sell |
2,730
-75
| -3% | -$1.46K | 0.01% | 291 |
|
|
2020
Q2 | $65K | Sell |
2,805
-390
| -12% | -$9.04K | 0.01% | 263 |
|
|
2020
Q1 | $89K | Buy |
3,195
+930
| +41% | +$25.9K | 0.02% | 211 |
|
|
2019
Q4 | $89K | Hold |
2,265
| – | – | 0.01% | 251 |
|
|
2019
Q3 | $87K | Buy |
+2,265
| New | +$87K | 0.01% | 244 |
|