Freestone Capital Holdings’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,056
| Closed | -$207K | – | 499 |
|
|
2022
Q1 | $207K | Buy |
+6,056
| New | +$207K | 0.01% | 539 |
|
|
2021
Q1 | – | Sell |
-26
| Closed | -$674 | – | 696 |
|
|
2020
Q4 | $674 | Hold |
26
| – | – | ﹤0.01% | 1242 |
|
|
2020
Q3 | $509 | Buy |
+26
| New | +$509 | ﹤0.01% | 1163 |
|
|
2020
Q1 | – | Sell |
-9,120
| Closed | -$357 | – | 397 |
|
|
2019
Q4 | $357 | Buy |
+9,120
| New | +$357 | 0.01% | 334 |
|
|
2014
Q1 | – | Sell |
-8,577
| Closed | -$407K | – | 246 |
|
|
2013
Q4 | $407K | Sell |
8,577
-867
| -9% | -$41.1K | 0.07% | 210 |
|
|
2013
Q3 | $442K | Buy |
9,444
+218
| +2% | +$10.2K | 0.08% | 234 |
|
|
2013
Q2 | $413K | Buy |
+9,226
| New | +$413K | 0.08% | 212 |
|