Dynamic Advisor Solutions’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,990
| Closed | -$542K | – | 722 |
|
|
2024
Q3 | $542K | Buy |
11,990
+273
| +2% | +$12.3K | 0.02% | 603 |
|
|
2024
Q2 | $510K | Buy |
11,717
+2,981
| +34% | +$130K | 0.02% | 621 |
|
|
2024
Q1 | $344K | Buy |
8,736
+45
| +0.5% | +$1.77K | 0.01% | 713 |
|
|
2023
Q4 | $354K | Sell |
8,691
-84
| -1% | -$3.42K | 0.01% | 668 |
|
|
2023
Q3 | $346K | Buy |
+8,775
| New | +$346K | 0.02% | 616 |
|