Braun-Bostich & Associates’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,572
| Closed | -$66K | – | 179 |
|
|
2019
Q2 | $66K | Sell |
1,572
-379
| -19% | -$15.9K | 0.07% | 170 |
|
|
2019
Q1 | $78K | Sell |
1,951
-49
| -2% | -$1.96K | 0.08% | 177 |
|
|
2018
Q4 | $79K | Sell |
2,000
-24
| -1% | -$948 | 0.08% | 151 |
|
|
2018
Q3 | $85K | Sell |
2,024
-22
| -1% | -$924 | 0.08% | 153 |
|
|
2018
Q2 | $91K | Sell |
2,046
-21
| -1% | -$934 | 0.09% | 146 |
|
|
2018
Q1 | $92K | Sell |
2,067
-43
| -2% | -$1.91K | 0.08% | 135 |
|
|
2017
Q4 | $100K | Buy |
+2,110
| New | +$100K | 0.08% | 138 |
|