Baystate Wealth Management’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 |
-45
| Closed | -$1.81K | – | 1069 |
|
|
2023
Q2 | $1.81K | Hold |
45
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $1.54K | Buy |
+45
| New | +$1.54K | ﹤0.01% | 876 |
|
|
2018
Q4 | – | Sell |
-294
| Closed | -$12K | – | 700 |
|
|
2018
Q3 | $12K | Sell |
294
-1
| -0.3% | -$41 | ﹤0.01% | 348 |
|
|
2018
Q2 | $13K | Hold |
295
| – | – | ﹤0.01% | 339 |
|
|
2018
Q1 | $14K | Sell |
295
-6
| -2% | -$285 | ﹤0.01% | 326 |
|
|
2017
Q4 | $15K | Hold |
301
| – | – | ﹤0.01% | 325 |
|
|
2017
Q3 | $14K | Buy |
+301
| New | +$14K | ﹤0.01% | 317 |
|
|
2017
Q1 | – | Sell |
-121
| Closed | -$4K | – | 669 |
|
|
2016
Q4 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 369 |
|