Lenox Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Buy |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $11K | Sell |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $193K | Buy |
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|
2018
Q3 | $197K | Sell |
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|
2018
Q2 | $229K | Buy |
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|
2018
Q1 | $160K | Buy |
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|
2017
Q4 | $128K | Buy |
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|
2017
Q3 | $114K | Buy |
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|
2017
Q2 | $95K | Buy |
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