Lucia Wealth Services’s HSBC HSBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-843	Closed	-$37K	–	224
2018 Q2	$37K	Buy	843 +518	+159%	+$22.7K	0.02%	179
2018 Q1	$14K	Buy	+325	New	+$14K	﹤0.01%	180