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	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-500
2020 Q3	$9.79K	Hold	500
2020 Q2	$11.7K	Sell	500 -1,225
2020 Q1	$48.3K	Hold	1,725
2019 Q4	$67.4K	Buy	+1,725