OneDigital Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,826
| Closed | -$263K | – | 1453 |
|
|
2024
Q3 | $263K | Buy |
+5,826
| New | +$263K | ﹤0.01% | 1230 |
|
|
2021
Q1 | – | Sell |
-7,897
| Closed | -$205K | – | 683 |
|
|
2020
Q4 | $205K | Buy |
+7,897
| New | +$205K | 0.01% | 586 |
|
|
2019
Q3 | – | Sell |
-3,530
| Closed | -$147K | – | 785 |
|
|
2019
Q2 | $147K | Sell |
3,530
-42
| -1% | -$1.75K | 0.01% | 425 |
|
|
2019
Q1 | $143K | Sell |
3,572
-189
| -5% | -$7.57K | 0.02% | 321 |
|
|
2018
Q4 | $149K | Sell |
3,761
-81
| -2% | -$3.21K | 0.03% | 293 |
|
|
2018
Q3 | $161K | Sell |
3,842
-74
| -2% | -$3.1K | 0.04% | 207 |
|
|
2018
Q2 | $174K | Sell |
3,916
-103
| -3% | -$4.58K | 0.04% | 238 |
|
|
2018
Q1 | $179K | Sell |
4,019
-393
| -9% | -$17.5K | 0.04% | 239 |
|
|
2017
Q4 | $208K | Hold |
4,412
| – | – | 0.02% | 225 |
|
|
2017
Q3 | $199K | Hold |
4,412
| – | – | 0.07% | 150 |
|
|
2017
Q2 | $187K | Buy |
+4,412
| New | +$187K | 0.06% | 209 |
|