Liberty Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-656
| Closed | -$18K | – | 574 |
|
|
2021
Q3 | $18K | Buy |
656
+18
| +3% | +$494 | 0.01% | 677 |
|
|
2021
Q2 | $18K | Buy |
638
+18
| +3% | +$508 | 0.01% | 533 |
|
|
2021
Q1 | $16K | Hold |
620
| – | – | 0.01% | 500 |
|
|
2020
Q4 | $16K | Hold |
620
| – | – | 0.01% | 497 |
|
|
2020
Q3 | $12K | Hold |
620
| – | – | 0.01% | 487 |
|
|
2020
Q2 | $14K | Sell |
620
-538
| -46% | -$12.1K | 0.01% | 437 |
|
|
2020
Q1 | $32K | Sell |
1,158
-191
| -14% | -$5.28K | 0.03% | 271 |
|
|
2019
Q4 | $53K | Sell |
1,349
-61
| -4% | -$2.4K | 0.04% | 233 |
|
|
2019
Q3 | $54K | Sell |
1,410
-205
| -13% | -$7.85K | 0.05% | 216 |
|
|
2019
Q2 | $67K | Buy |
1,615
+323
| +25% | +$13.4K | 0.06% | 206 |
|
|
2019
Q1 | $51K | Sell |
1,292
-33
| -2% | -$1.3K | 0.04% | 200 |
|
|
2018
Q4 | $52K | Buy |
+1,325
| New | +$52K | 0.04% | 182 |
|