LVW Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,150
| Closed | -$251K | – | 159 |
|
|
2015
Q4 | $251K | Sell |
7,150
-1,638
| -19% | -$57.5K | 0.1% | 122 |
|
|
2015
Q3 | $297K | Hold |
8,788
| – | – | 0.14% | 107 |
|
|
2015
Q2 | $351K | Sell |
8,788
-144
| -2% | -$5.75K | 0.15% | 92 |
|
|
2015
Q1 | $335K | Buy |
8,932
+254
| +3% | +$9.53K | 0.16% | 103 |
|
|
2014
Q4 | $353K | Buy |
+8,678
| New | +$353K | 0.19% | 105 |
|