One Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,081
| Closed | -$238K | – | 114 |
|
|
2019
Q4 | $238K | Buy |
+6,081
| New | +$238K | 0.18% | 88 |
|
|
2019
Q2 | – | Sell |
-3,198
| Closed | -$128K | – | 280 |
|
|
2019
Q1 | $128K | Buy |
+3,198
| New | +$128K | 0.1% | 157 |
|
|
2018
Q4 | – | Sell |
-3,291
| Closed | -$138K | – | 267 |
|
|
2018
Q3 | $138K | Sell |
3,291
-29
| -0.9% | -$1.22K | 0.11% | 159 |
|
|
2018
Q2 | $147K | Sell |
3,320
-2,200
| -40% | -$97.4K | 0.12% | 155 |
|
|
2018
Q1 | $253K | Sell |
5,520
-2,293
| -29% | -$105K | 0.22% | 89 |
|
|
2017
Q4 | $369K | Buy |
+7,813
| New | +$369K | 0.3% | 51 |
|