Blueprint Investment Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,439
| Closed | -$459K | – | 181 |
|
2023
Q1 | $459K | Buy |
13,439
+6,090
| +83% | +$208K | 0.1% | 141 |
|
2022
Q4 | $229K | Buy |
7,349
+2,700
| +58% | +$84.1K | 0.05% | 201 |
|
2022
Q3 | $121K | Sell |
4,649
-5,752
| -55% | -$150K | 0.03% | 151 |
|
2022
Q2 | $340K | Sell |
10,401
-1,088
| -9% | -$35.6K | 0.09% | 101 |
|
2022
Q1 | $393K | Buy |
11,489
+5,991
| +109% | +$205K | 0.1% | 112 |
|
2021
Q4 | $166K | Buy |
+5,498
| New | +$166K | 0.04% | 199 |
|