Glassman Wealth Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,936
| Closed | -$119K | – | 926 |
|
|
2023
Q4 | $119K | Buy |
2,936
+200
| +7% | +$8.11K | 0.02% | 265 |
|
|
2023
Q3 | $108K | Buy |
2,736
+439
| +19% | +$17.3K | 0.02% | 260 |
|
|
2023
Q2 | $91K | Buy |
2,297
+153
| +7% | +$6.06K | 0.01% | 280 |
|
|
2023
Q1 | $73.2K | Buy |
2,144
+186
| +9% | +$6.35K | 0.01% | 323 |
|
|
2022
Q4 | $61K | Sell |
1,958
-652
| -25% | -$20.3K | 0.01% | 375 |
|
|
2022
Q3 | $68K | Buy |
2,610
+104
| +4% | +$2.71K | 0.01% | 318 |
|
|
2022
Q2 | $82K | Buy |
2,506
+171
| +7% | +$5.6K | 0.02% | 293 |
|
|
2022
Q1 | $80K | Buy |
2,335
+275
| +13% | +$9.42K | 0.01% | 298 |
|
|
2021
Q4 | $62K | Buy |
2,060
+550
| +36% | +$16.6K | 0.01% | 327 |
|
|
2021
Q3 | $39K | Buy |
1,510
+26
| +2% | +$672 | 0.01% | 415 |
|
|
2021
Q2 | $43K | Buy |
1,484
+29
| +2% | +$840 | 0.01% | 388 |
|
|
2021
Q1 | $42K | Buy |
1,455
+26
| +2% | +$751 | 0.01% | 354 |
|
|
2020
Q4 | $37K | Buy |
1,429
+1,202
| +530% | +$31.1K | 0.01% | 385 |
|
|
2020
Q3 | $4K | Sell |
227
-189
| -45% | -$3.33K | ﹤0.01% | 838 |
|
|
2020
Q2 | $10K | Buy |
416
+341
| +455% | +$8.2K | ﹤0.01% | 492 |
|
|
2020
Q1 | $2K | Buy |
75
+36
| +92% | +$960 | ﹤0.01% | 710 |
|
|
2019
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 760 |
|
|
2019
Q1 | – | Sell |
-110
| Closed | -$4K | – | 1108 |
|
|
2018
Q4 | $4K | Sell |
110
-1
| -0.9% | -$36 | ﹤0.01% | 460 |
|
|
2018
Q3 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 473 |
|