Lenox Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Buy |
567
+124
| +28% | +$2.84K | ﹤0.01% | 398 |
|
|
2020
Q1 | $12K | Buy |
443
+162
| +58% | +$4.39K | ﹤0.01% | 369 |
|
|
2019
Q4 | $11K | Sell |
281
-4,962
| -95% | -$194K | ﹤0.01% | 430 |
|
|
2019
Q3 | $200K | Buy |
5,243
+39
| +0.7% | +$1.49K | 0.06% | 141 |
|
|
2019
Q2 | $219K | Buy |
5,204
+209
| +4% | +$8.8K | 0.07% | 129 |
|
|
2019
Q1 | $205K | Buy |
4,995
+116
| +2% | +$4.76K | 0.06% | 123 |
|
|
2018
Q4 | $193K | Buy |
4,879
+177
| +4% | +$7K | 0.06% | 118 |
|
|
2018
Q3 | $197K | Sell |
4,702
-391
| -8% | -$16.4K | 0.06% | 144 |
|
|
2018
Q2 | $229K | Buy |
5,093
+1,529
| +43% | +$68.7K | 0.07% | 128 |
|
|
2018
Q1 | $160K | Buy |
3,564
+859
| +32% | +$38.6K | 0.05% | 141 |
|
|
2017
Q4 | $128K | Buy |
2,705
+158
| +6% | +$7.48K | 0.04% | 145 |
|
|
2017
Q3 | $114K | Buy |
2,547
+319
| +14% | +$14.3K | 0.04% | 152 |
|
|
2017
Q2 | $95K | Buy |
+2,228
| New | +$95K | 0.04% | 150 |
|