Kiley Juergens Wealth Management’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,272
Closed -$53K 302
2018
Q3
$53K Buy
1,272
+198
+18% +$8.25K 0.04% 231
2018
Q2
$47K Buy
+1,074
New +$47K 0.04% 210
2018
Q1
Sell
-670
Closed -$31K 309
2017
Q4
$31K Buy
+670
New +$31K 0.03% 275