Cape Investment Advisory’s HSBC HSBC Stock Holding History

Cape Investment Advisory’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
2025 Q2	$19.6K	Buy
2025 Q1	$13.6K	Sell
2024 Q4	$15K	Hold
2024 Q3	$13.7K	Hold
2024 Q2	$13.2K	Hold
2024 Q1	$11.9K	Buy
2023 Q4	$8.55K	Hold
2023 Q3	$8.33K	Hold
2023 Q2	$8.36K	Buy
2023 Q1	$5.43K	Buy