Icon Wealth Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,132
| Closed | -$126K | – | 431 |
|
|
2019
Q1 | $126K | Sell |
3,132
-613
| -16% | -$24.7K | 0.05% | 199 |
|
|
2018
Q4 | $148K | Sell |
3,745
-229
| -6% | -$9.05K | 0.07% | 169 |
|
|
2018
Q3 | $167K | Sell |
3,974
-311
| -7% | -$13.1K | 0.07% | 192 |
|
|
2018
Q2 | $190K | Sell |
4,285
-849
| -17% | -$37.6K | 0.08% | 163 |
|
|
2018
Q1 | $234K | Sell |
5,134
-631
| -11% | -$28.8K | 0.13% | 146 |
|
|
2017
Q4 | $272K | Buy |
+5,765
| New | +$272K | 0.13% | 144 |
|