Level Four Advisory Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,079
| Closed | -$830K | – | 780 |
|
|
2024
Q2 | $830K | Buy |
19,079
+2,479
| +15% | +$108K | 0.04% | 377 |
|
|
2024
Q1 | $673K | Buy |
16,600
+540
| +3% | +$21.9K | 0.04% | 381 |
|
|
2023
Q4 | $651K | Sell |
16,060
-4,634
| -22% | -$188K | 0.04% | 389 |
|
|
2023
Q3 | $817K | Sell |
20,694
-12,027
| -37% | -$475K | 0.05% | 325 |
|
|
2023
Q2 | $1.3M | Buy |
32,721
+1,964
| +6% | +$77.8K | 0.08% | 246 |
|
|
2023
Q1 | $1.05M | Buy |
30,757
+984
| +3% | +$33.6K | 0.07% | 270 |
|
|
2022
Q4 | $928K | Sell |
29,773
-6,260
| -17% | -$195K | 0.07% | 260 |
|
|
2022
Q3 | $939K | Buy |
36,033
+91
| +0.3% | +$2.37K | 0.09% | 216 |
|
|
2022
Q2 | $1.17M | Sell |
35,942
-4,549
| -11% | -$149K | 0.11% | 192 |
|
|
2022
Q1 | $1.39M | Sell |
40,491
-3,493
| -8% | -$120K | 0.11% | 188 |
|
|
2021
Q4 | $1.33M | Sell |
43,984
-1,422
| -3% | -$42.9K | 0.1% | 205 |
|
|
2021
Q3 | $1.19M | Sell |
45,406
-1,289
| -3% | -$33.7K | 0.12% | 170 |
|
|
2021
Q2 | $1.35M | Buy |
46,695
+5,320
| +13% | +$153K | 0.09% | 230 |
|
|
2021
Q1 | $1.21M | Buy |
41,375
+31,038
| +300% | +$905K | 0.09% | 236 |
|
|
2020
Q4 | $268K | Sell |
10,337
-16,545
| -62% | -$429K | 0.02% | 494 |
|
|
2020
Q3 | $526K | Sell |
26,882
-2,533
| -9% | -$49.6K | 0.04% | 340 |
|
|
2020
Q2 | $691K | Sell |
29,415
-1,744
| -6% | -$41K | 0.05% | 309 |
|
|
2020
Q1 | $871K | Sell |
31,159
-49
| -0.2% | -$1.37K | 0.1% | 220 |
|
|
2019
Q4 | $9.14M | Buy |
31,208
+3,160
| +11% | +$926K | 0.36% | 86 |
|
|
2019
Q3 | $1.07M | Buy |
28,048
+1,300
| +5% | +$49.8K | 0.11% | 190 |
|
|
2019
Q2 | $1.12M | Buy |
26,748
+98
| +0.4% | +$4.09K | 0.11% | 181 |
|
|
2019
Q1 | $1.07M | Buy |
26,650
+3,026
| +13% | +$121K | 0.12% | 181 |
|
|
2018
Q4 | $936K | Buy |
23,624
+6,140
| +35% | +$243K | 0.12% | 183 |
|
|
2018
Q3 | $733K | Buy |
+17,484
| New | +$733K | 0.08% | 265 |
|