Cypress Wealth Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,037
| Closed | -$210K | – | 260 |
|
|
2019
Q2 | $210K | Sell |
5,037
-60
| -1% | -$2.5K | 0.06% | 241 |
|
|
2019
Q1 | $204K | Sell |
5,097
-80
| -2% | -$3.2K | 0.06% | 236 |
|
|
2018
Q4 | $205K | Sell |
5,177
-62
| -1% | -$2.46K | 0.08% | 194 |
|
|
2018
Q3 | $220K | Sell |
5,239
-210
| -4% | -$8.82K | 0.08% | 197 |
|
|
2018
Q2 | $242K | Sell |
5,449
-55
| -1% | -$2.44K | 0.09% | 188 |
|
|
2018
Q1 | $245K | Sell |
5,504
-115
| -2% | -$5.12K | 0.1% | 157 |
|
|
2017
Q4 | $265K | Buy |
+5,619
| New | +$265K | 0.11% | 158 |
|