Koss-Olinger Consulting’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,370
| Closed | -$542K | – | 152 |
|
2023
Q4 | $542K | Sell |
13,370
-26,289
| -66% | -$1.07M | 0.05% | 140 |
|
2023
Q3 | $1.57M | Sell |
39,659
-9,389
| -19% | -$371K | 0.23% | 58 |
|
2023
Q2 | $1.94M | Buy |
49,048
+1,421
| +3% | +$56.3K | 0.23% | 48 |
|
2023
Q1 | $1.63M | Buy |
47,627
+1,697
| +4% | +$57.9K | 0.2% | 55 |
|
2022
Q4 | $1.43M | Buy |
45,930
+34,276
| +294% | +$1.07M | 0.21% | 56 |
|
2022
Q3 | $304K | Buy |
+11,654
| New | +$304K | 0.05% | 153 |
|