Berman Capital Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $20K | Buy |
799
+12
| +2% | +$300 | ﹤0.01% | 983 |
|
|
2021
Q2 | $22K | Buy |
787
+72
| +10% | +$2.01K | ﹤0.01% | 873 |
|
|
2021
Q1 | $20K | Buy |
715
+119
| +20% | +$3.33K | ﹤0.01% | 791 |
|
|
2020
Q4 | $15K | Buy |
596
+386
| +184% | +$9.72K | ﹤0.01% | 760 |
|
|
2020
Q3 | $4K | Sell |
210
-218
| -51% | -$4.15K | ﹤0.01% | 1108 |
|
|
2020
Q2 | $9K | Sell |
428
-313
| -42% | -$6.58K | ﹤0.01% | 795 |
|
|
2020
Q1 | $20K | Buy |
741
+321
| +76% | +$8.66K | 0.01% | 492 |
|
|
2019
Q4 | $16K | Buy |
420
+4
| +1% | +$152 | ﹤0.01% | 591 |
|
|
2019
Q3 | $15K | Sell |
416
-389
| -48% | -$14K | ﹤0.01% | 588 |
|
|
2019
Q2 | $33K | Buy |
805
+297
| +58% | +$12.2K | 0.01% | 393 |
|
|
2019
Q1 | $20K | Sell |
508
-246
| -33% | -$9.69K | 0.01% | 456 |
|
|
2018
Q4 | $29K | Buy |
+754
| New | +$29K | 0.01% | 320 |
|