Cetera Advisors’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 |
-5,264
| Closed | -$208K | – | 1820 |
|
|
2023
Q3 | $208K | Sell |
5,264
-2,340
| -31% | -$92.3K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $301K | Sell |
7,604
-3,094
| -29% | -$123K | ﹤0.01% | 1308 |
|
|
2023
Q1 | $365K | Buy |
10,698
+3,982
| +59% | +$136K | 0.01% | 1181 |
|
|
2022
Q4 | $209K | Buy |
+6,716
| New | +$209K | ﹤0.01% | 1418 |
|
|
2022
Q2 | – | Sell |
-17,872
| Closed | -$612K | – | 1407 |
|
|
2022
Q1 | $612K | Buy |
+17,872
| New | +$612K | 0.01% | 801 |
|
|
2021
Q4 | – | Sell |
-11,621
| Closed | -$304K | – | 1471 |
|
|
2021
Q3 | $304K | Buy |
+11,621
| New | +$304K | 0.01% | 1095 |
|
|
2021
Q1 | – | Sell |
-7,948
| Closed | -$206K | – | 1224 |
|
|
2020
Q4 | $206K | Buy |
+7,948
| New | +$206K | 0.01% | 976 |
|
|
2020
Q2 | – | Sell |
-8,950
| Closed | -$251K | – | 921 |
|
|
2020
Q1 | $251K | Buy |
8,950
+1,701
| +23% | +$47.7K | 0.01% | 653 |
|
|
2019
Q4 | $286K | Buy |
7,249
+381
| +6% | +$15K | 0.01% | 729 |
|
|
2019
Q3 | $261K | Sell |
6,868
-70
| -1% | -$2.66K | 0.01% | 733 |
|
|
2019
Q2 | $290K | Sell |
6,938
-109
| -2% | -$4.56K | 0.01% | 711 |
|
|
2019
Q1 | $278K | Sell |
7,047
-390
| -5% | -$15.4K | 0.01% | 660 |
|
|
2018
Q4 | $291K | Sell |
7,437
-6,426
| -46% | -$251K | 0.02% | 638 |
|
|
2018
Q3 | $579K | Buy |
13,863
+4,180
| +43% | +$175K | 0.03% | 509 |
|
|
2018
Q2 | $428K | Sell |
9,683
-3,386
| -26% | -$150K | 0.02% | 552 |
|
|
2018
Q1 | $584K | Sell |
13,069
-5,359
| -29% | -$239K | 0.04% | 436 |
|
|
2017
Q4 | $867K | Sell |
18,428
-381
| -2% | -$17.9K | 0.05% | 319 |
|
|
2017
Q3 | $852K | Buy |
18,809
+655
| +4% | +$29.7K | 0.05% | 346 |
|
|
2017
Q2 | $770K | Buy |
+18,154
| New | +$770K | 0.05% | 361 |
|