JNBA Financial Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,713
| Closed | -$76K | – | 574 |
|
|
2020
Q1 | $76K | Sell |
2,713
-338
| -11% | -$9.47K | 0.02% | 190 |
|
|
2019
Q4 | $119K | Buy |
3,051
+338
| +12% | +$13.2K | 0.02% | 175 |
|
|
2019
Q3 | $104K | Sell |
2,713
-455
| -14% | -$17.4K | 0.02% | 172 |
|
|
2019
Q2 | $132K | Buy |
3,168
+423
| +15% | +$17.6K | 0.03% | 166 |
|
|
2019
Q1 | $110K | Buy |
+2,745
| New | +$110K | 0.02% | 172 |
|
|
2018
Q2 | – | Sell |
-151
| Closed | -$7K | – | 536 |
|
|
2018
Q1 | $7K | Buy |
+151
| New | +$7K | ﹤0.01% | 407 |
|
|
2016
Q4 | – | Sell |
-7,470
| Closed | -$254K | – | 854 |
|
|
2016
Q3 | $254K | Buy |
7,470
+7,339
| +5,602% | +$250K | 0.04% | 190 |
|
|
2016
Q2 | $4K | Sell |
131
-13
| -9% | -$397 | ﹤0.01% | 425 |
|
|
2016
Q1 | $4K | Buy |
144
+13
| +10% | +$361 | ﹤0.01% | 435 |
|
|
2015
Q4 | $5K | Buy |
+131
| New | +$5K | ﹤0.01% | 403 |
|