MWPCG
Measured Wealth Private Client Group’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,724
| Closed | -$265K | – | 200 |
|
|
2024
Q1 | $265K | Buy |
6,724
+429
| +7% | +$16.9K | 0.09% | 161 |
|
|
2023
Q4 | $255K | Buy |
+6,295
| New | +$255K | 0.09% | 158 |
|
|
2018
Q4 | – | Sell |
-920
| Closed | -$40K | – | 371 |
|
|
2018
Q3 | $40K | Buy |
+920
| New | +$40K | 0.02% | 401 |
|