Beacon Investment Advisory Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $244K | Sell |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $323K | Sell |
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|
2018
Q2 | $350K | Buy |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $360K | Sell |
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|
2017
Q3 | $600K | Buy |
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|
2017
Q2 | $282K | Sell |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $255K | Buy |
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|
2016
Q3 | $238K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $230K | Sell |
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|
2015
Q3 | $227K | Buy |
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