Edge Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-111
| Closed | -$5K | – | 614 |
|
|
2018
Q2 | $5K | Sell |
111
-2
| -2% | -$90 | ﹤0.01% | 484 |
|
|
2018
Q1 | $5K | Sell |
113
-2
| -2% | -$88 | ﹤0.01% | 448 |
|
|
2017
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 442 |
|
|
2017
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 435 |
|
|
2017
Q2 | $5K | Sell |
115
-1
| -0.9% | -$43 | ﹤0.01% | 421 |
|
|
2017
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 414 |
|
|
2016
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 400 |
|
|
2016
Q3 | $4K | Sell |
116
-2
| -2% | -$69 | ﹤0.01% | 396 |
|
|
2016
Q2 | $3K | Sell |
118
-11
| -9% | -$280 | ﹤0.01% | 386 |
|
|
2016
Q1 | $4K | Hold |
129
| – | – | ﹤0.01% | 351 |
|
|
2015
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 346 |
|
|
2015
Q3 | $4K | Hold |
129
| – | – | ﹤0.01% | 360 |
|
|
2015
Q2 | $5K | Sell |
129
-1
| -0.8% | -$39 | ﹤0.01% | 344 |
|
|
2015
Q1 | $5K | Buy |
130
+8
| +7% | +$308 | ﹤0.01% | 346 |
|
|
2014
Q4 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 343 |
|