J.P. Morgan Private Wealth Advisors’s HSBC HSBC Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30,251	Closed	-$847K	–	1572
2020 Q1	$847K	Sell	30,251 -23,248	-43%	-$651K	﹤0.01%	761
2019 Q4	$2.09M	Sell	53,499 -85,923	-62%	-$3.36M	0.01%	607
2019 Q3	$5.34M	Sell	139,422 -8,737	-6%	-$334K	0.03%	389
2019 Q2	$6.18M	Sell	148,159 -16,384	-10%	-$684K	0.03%	346
2019 Q1	$6.6M	Buy	164,543 +13,948	+9%	+$559K	0.03%	345
2018 Q4	$5.97M	Sell	150,595 -258,225	-63%	-$10.2M	0.04%	333
2018 Q3	$8.7M	Buy	408,820 +257,232	+170%	+$5.48M	0.04%	325
2018 Q2	$6.73M	Sell	151,588 -5,268	-3%	-$234K	0.04%	339
2018 Q1	$6.98M	Buy	156,856 +6,571	+4%	+$292K	0.05%	277
2017 Q4	$7.09M	Buy	150,285 +9,924	+7%	+$468K	0.05%	280
2017 Q3	$6.34M	Buy	140,361 +11,586	+9%	+$523K	0.05%	283
2017 Q2	$5.46M	Buy	128,775 +13,990	+12%	+$593K	0.04%	290
2017 Q1	$4.23M	Buy	114,785 +10,832	+10%	+$399K	0.03%	329
2016 Q4	$3.77M	Buy	103,953 +29,854	+40%	+$1.08M	0.03%	322
2016 Q3	$2.52M	Buy	74,099 +8,086	+12%	+$275K	0.02%	390
2016 Q2	$1.84M	Buy	66,013 +372	+0.6%	+$10.4K	0.02%	457
2016 Q1	$1.82M	Buy	65,641 +15,408	+31%	+$427K	0.02%	419
2015 Q4	$1.77M	Buy	50,233 +7,814	+18%	+$275K	0.02%	398
2015 Q3	$1.43M	Sell	42,419 -10,114	-19%	-$341K	0.02%	393
2015 Q2	$2.1M	Buy	52,533 +474	+0.9%	+$18.9K	0.02%	358
2015 Q1	$1.96M	Sell	52,059 -26,105	-33%	-$980K	0.02%	384
2014 Q4	$3.18M	Buy	78,164 +8,493	+12%	+$346K	0.04%	303
2014 Q3	$3.05M	Buy	69,671 +19,210	+38%	+$842K	0.04%	310
2014 Q2	$2.21M	Sell	50,461 -2,571	-5%	-$113K	0.04%	280
2014 Q1	$2.32M	Buy	53,032 +9,815	+23%	+$430K	0.04%	266
2013 Q4	$2.05M	Buy	43,217 +9,865	+30%	+$469K	0.04%	250
2013 Q3	$1.56M	Sell	33,352 -2,537	-7%	-$119K	0.04%	267
2013 Q2	$1.61M	Buy	+35,889	New	+$1.61M	0.04%	268