Buckingham Strategic Wealth’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,184
| Closed | -$204K | – | 780 |
|
|
2024
Q1 | $204K | Sell |
5,184
-39,428
| -88% | -$1.55M | ﹤0.01% | 703 |
|
|
2023
Q4 | $1.81M | Sell |
44,612
-22,470
| -33% | -$911K | 0.02% | 247 |
|
|
2023
Q3 | $2.65M | Buy |
67,082
+969
| +1% | +$38.2K | 0.04% | 189 |
|
|
2023
Q2 | $2.62M | Buy |
+66,113
| New | +$2.62M | 0.04% | 191 |
|