Brandywine Oak Private Wealth’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,891
| Closed | -$277K | – | 261 |
|
|
2020
Q1 | $277K | Sell |
9,891
-505
| -5% | -$14.1K | 0.06% | 172 |
|
|
2019
Q4 | $406K | Buy |
10,396
+536
| +5% | +$20.9K | 0.07% | 138 |
|
|
2019
Q3 | $377K | Sell |
9,860
-1,722
| -15% | -$65.8K | 0.07% | 137 |
|
|
2019
Q2 | $483K | Sell |
11,582
-2,157
| -16% | -$90K | 0.1% | 109 |
|
|
2019
Q1 | $550K | Sell |
13,739
-4,807
| -26% | -$192K | 0.11% | 93 |
|
|
2018
Q4 | $678K | Buy |
+18,546
| New | +$678K | 0.15% | 81 |
|