Mount Yale Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58K | Buy |
+26
| New | +$1.58K | ﹤0.01% | 1356 |
|
|
2019
Q3 | – | Sell |
-7,465
| Closed | -$286K | – | 310 |
|
|
2019
Q2 | $286K | Buy |
+7,465
| New | +$286K | 0.05% | 271 |
|
|
2018
Q4 | – | Sell |
-2,196
| Closed | -$88K | – | 510 |
|
|
2018
Q3 | $88K | Buy |
2,196
+749
| +52% | +$30K | 0.02% | 479 |
|
|
2018
Q2 | $64K | Buy |
1,447
+391
| +37% | +$17.3K | 0.01% | 585 |
|
|
2018
Q1 | $47K | Buy |
+1,056
| New | +$47K | 0.01% | 624 |
|