Harbor Investment Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$984 | – | 1370 |
|
|
2024
Q1 | $984 | Buy |
+25
| New | +$984 | ﹤0.01% | 1224 |
|
|
2023
Q3 | – | Sell |
-6,513
| Closed | -$258K | – | 1247 |
|
|
2023
Q2 | $258K | Hold |
6,513
| – | – | 0.04% | 303 |
|
|
2023
Q1 | $222K | Buy |
6,513
+2,336
| +56% | +$79.7K | 0.03% | 326 |
|
|
2022
Q4 | $130K | Buy |
+4,177
| New | +$130K | 0.02% | 432 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 1086 |
|
|
2019
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 897 |
|