Level Financial Advisors’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 |
-20
| Closed | -$811 | – | 152 |
|
|
2023
Q4 | $811 | Hold |
20
| – | – | ﹤0.01% | 257 |
|
|
2023
Q3 | $789 | Hold |
20
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $792 | Hold |
20
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $683 | Buy |
+20
| New | +$683 | ﹤0.01% | 230 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$1K | – | 250 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 250 |
|