JT Stratford LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,665
| Closed | -$341K | – | 284 |
|
|
2024
Q1 | $341K | Sell |
8,665
-53,993
| -86% | -$2.13M | 0.07% | 213 |
|
|
2023
Q4 | $2.54M | Buy |
62,658
+14
| +0% | +$568 | 0.58% | 36 |
|
|
2023
Q3 | $2.47M | Buy |
62,644
+33,927
| +118% | +$1.34M | 0.64% | 31 |
|
|
2023
Q2 | $1.14M | Buy |
28,717
+9,698
| +51% | +$384K | 0.31% | 89 |
|
|
2023
Q1 | $649K | Buy |
+19,019
| New | +$649K | 0.19% | 121 |
|