Cary Street Partners Investment Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-282
| Closed | -$11.1K | – | 1142 |
|
|
2023
Q3 | $11.1K | Hold |
282
| – | – | ﹤0.01% | 1273 |
|
|
2023
Q2 | $11.2K | Hold |
282
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q1 | $9.63K | Hold |
282
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q4 | $8.79K | Buy |
+282
| New | +$8.79K | ﹤0.01% | 1193 |
|
|
2020
Q4 | – | Sell |
-375
| Closed | -$7K | – | 569 |
|
|
2020
Q3 | $7K | Buy |
+375
| New | +$7K | ﹤0.01% | 806 |
|