BWM
BerganKDV Wealth Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$34.1K | – | 966 |
|
|
2023
Q1 | $34.1K | Sell |
1,000
-3,721
| -79% | -$127K | ﹤0.01% | 439 |
|
|
2022
Q4 | $147K | Sell |
4,721
-3,000
| -39% | -$93.5K | 0.02% | 261 |
|
|
2022
Q3 | $201K | Hold |
7,721
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $252K | Buy |
7,721
+6,510
| +538% | +$212K | 0.03% | 227 |
|
|
2022
Q1 | $41K | Hold |
1,211
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $37K | Sell |
1,211
-1,000
| -45% | -$30.6K | ﹤0.01% | 465 |
|
|
2021
Q3 | $58K | Hold |
2,211
| – | – | 0.01% | 383 |
|
|
2021
Q2 | $64K | Hold |
2,211
| – | – | 0.01% | 355 |
|
|
2021
Q1 | $64K | Hold |
2,211
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $57K | Hold |
2,211
| – | – | 0.01% | 338 |
|
|
2020
Q3 | $43K | Hold |
2,211
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $52K | Sell |
2,211
-84
| -4% | -$1.98K | 0.01% | 348 |
|
|
2020
Q1 | $64K | Buy |
2,295
+1,959
| +583% | +$54.6K | 0.01% | 299 |
|
|
2019
Q4 | $13K | Buy |
336
+252
| +300% | +$9.75K | ﹤0.01% | 499 |
|
|
2019
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 636 |
|
|
2018
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 592 |
|