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Caldwell Trust’s HSBC HSBC Stock Holding History

Caldwell Trust’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-500
Closed -$9.79K – 724
2020
Q3 		$9.79K Hold
500
– – ﹤0.01% 617
2020
Q2 		$11.7K Sell
500
-1,225
-71% -$30.4K ﹤0.01% 616
2020
Q1 		$48.3K Hold
1,725
– – 0.01% 417
2019
Q4 		$67.4K Buy
+1,725
New +$65.4K 0.01% 414

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