Golden State Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31K | Buy |
120
+5
| +4% | +$304 | ﹤0.01% | 1153 |
|
|
2025
Q1 | $6.63K | Hold |
115
| – | – | ﹤0.01% | 1102 |
|
|
2024
Q4 | $5.71K | Buy |
+115
| New | +$5.71K | ﹤0.01% | 1090 |
|
|
2020
Q2 | – | Sell |
-104
| Closed | -$3K | – | 492 |
|
|
2020
Q1 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 812 |
|
|
2019
Q4 | – | Sell |
-104
| Closed | -$4K | – | 431 |
|
|
2019
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 885 |
|
|
2019
Q2 | $4K | Sell |
104
-37
| -26% | -$1.42K | ﹤0.01% | 902 |
|
|
2019
Q1 | $6K | Buy |
+141
| New | +$6K | ﹤0.01% | 863 |
|