IHT Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,576
| Closed | -$70K | – | 836 |
|
|
2018
Q1 | $70K | Buy |
1,576
+413
| +36% | +$18.3K | 0.02% | 586 |
|
|
2017
Q4 | $55K | Buy |
1,163
+2
| +0.2% | +$95 | 0.01% | 672 |
|
|
2017
Q3 | $53K | Buy |
1,161
+768
| +195% | +$35.1K | 0.02% | 505 |
|
|
2017
Q2 | $69 | Sell |
393
-1,942
| -83% | -$341 | 0.03% | 428 |
|
|
2017
Q1 | $86K | Buy |
2,335
+443
| +23% | +$16.3K | 0.06% | 301 |
|
|
2016
Q4 | $70K | Buy |
+1,892
| New | +$70K | 0.05% | 329 |
|