J.W. Cole Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,034
| Closed | -$342K | – | 783 |
|
|
2023
Q1 | $342K | Sell |
10,034
-4,500
| -31% | -$154K | 0.02% | 559 |
|
|
2022
Q4 | $453K | Sell |
14,534
-2,845
| -16% | -$88.7K | 0.03% | 449 |
|
|
2022
Q3 | $453K | Sell |
17,379
-1,843
| -10% | -$48K | 0.04% | 422 |
|
|
2022
Q2 | $628K | Sell |
19,222
-567
| -3% | -$18.5K | 0.05% | 349 |
|
|
2022
Q1 | $677K | Sell |
19,789
-350
| -2% | -$12K | 0.05% | 375 |
|
|
2021
Q4 | $607K | Buy |
20,139
+97
| +0.5% | +$2.92K | 0.04% | 405 |
|
|
2021
Q3 | $524K | Buy |
+20,042
| New | +$524K | 0.04% | 250 |
|
|
2021
Q2 | – | Sell |
-13,085
| Closed | -$381K | – | 747 |
|
|
2021
Q1 | $381K | Buy |
+13,085
| New | +$381K | 0.04% | 457 |
|