Harvest Group Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-657
| Closed | -$17K | – | 324 |
|
|
2020
Q4 | $17K | Hold |
657
| – | – | 0.01% | 185 |
|
|
2020
Q3 | $13K | Hold |
657
| – | – | 0.01% | 196 |
|
|
2020
Q2 | $15K | Hold |
657
| – | – | 0.01% | 176 |
|
|
2020
Q1 | $18K | Hold |
657
| – | – | 0.02% | 143 |
|
|
2019
Q4 | $25K | Hold |
657
| – | – | 0.02% | 135 |
|
|
2019
Q3 | $25K | Hold |
657
| – | – | 0.03% | 137 |
|
|
2019
Q2 | $27K | Sell |
657
-8
| -1% | -$329 | 0.03% | 118 |
|
|
2019
Q1 | $27K | Buy |
+665
| New | +$27K | 0.02% | 135 |
|