Integrated Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $210K | Buy |
5,683
+158
| +3% | +$5.84K | 0.07% | 245 |
|
|
2016
Q4 | $201K | Hold |
5,525
| – | – | 0.07% | 236 |
|
|
2016
Q3 | $188K | Sell |
5,525
-541
| -9% | -$18.4K | 0.07% | 234 |
|
|
2016
Q2 | $169K | Buy |
6,066
+464
| +8% | +$12.9K | 0.07% | 233 |
|
|
2016
Q1 | $155K | Buy |
5,602
+765
| +16% | +$21.2K | 0.07% | 229 |
|
|
2015
Q4 | $170K | Sell |
4,837
-26
| -0.5% | -$914 | 0.07% | 211 |
|
|
2015
Q3 | $164K | Hold |
4,863
| – | – | 0.07% | 208 |
|
|
2015
Q2 | $194K | Sell |
4,863
-651
| -12% | -$26K | 0.08% | 199 |
|
|
2015
Q1 | $207K | Buy |
+5,514
| New | +$207K | 0.09% | 178 |
|