Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-131
Closed -$9K 383
2025
Q3
$9K Buy
+131
New +$8.52K ﹤0.01% 336
2021
Q4
Sell
-353
Closed -$9K 361
2021
Q3
$9K Hold
353
﹤0.01% 335
2021
Q2
$10K Hold
353
﹤0.01% 335
2021
Q1
$10K Hold
353
﹤0.01% 288
2020
Q4
$9K Hold
353
﹤0.01% 292
2020
Q3
$7K Hold
353
﹤0.01% 297
2020
Q2
$8K Hold
353
﹤0.01% 281
2020
Q1
$10K Hold
353
0.01% 250
2019
Q4
$14K Hold
353
0.01% 242
2019
Q3
$14K Hold
353
0.01% 236
2019
Q2
$15K Sell
353
-4
-1% -$168 0.01% 223
2019
Q1
$14K Sell
357
-9
-2% -$363 0.01% 232
2018
Q4
$15K Sell
366
-5
-1% -$200 0.01% 214
2018
Q3
$16K Sell
371
-4
-1% -$173 0.01% 210
2018
Q2
$17K Buy
375
+4
+1% +$183 0.01% 192
2018
Q1
$16K Sell
371
-8
-2% -$381 0.01% 191
2017
Q4
$18K Hold
379
0.01% 193
2017
Q3
$17K Hold
379
0.01% 195
2017
Q2
$16K Sell
379
-4
-1% -$155 0.01% 185
2017
Q1
$14K Hold
383
0.01% 182
2016
Q4
$14K Buy
383
+4
+1% +$142 0.01% 174
2016
Q3
$13K Buy
+379
New +$11.9K 0.01% 196

Other funds holding HSBC