Destination Wealth Management’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 |
-938
| Closed | -$39K | – | 285 |
|
|
2019
Q2 | $39K | Sell |
938
-11
| -1% | -$457 | ﹤0.01% | 306 |
|
|
2019
Q1 | $38K | Sell |
949
-24
| -2% | -$961 | ﹤0.01% | 303 |
|
|
2018
Q4 | $39K | Sell |
973
-12
| -1% | -$481 | ﹤0.01% | 283 |
|
|
2018
Q3 | $41K | Sell |
985
-30
| -3% | -$1.25K | ﹤0.01% | 316 |
|
|
2018
Q2 | $45K | Sell |
1,015
-12
| -1% | -$532 | ﹤0.01% | 264 |
|
|
2018
Q1 | $46K | Buy |
+1,027
| New | +$46K | ﹤0.01% | 261 |
|