Optimum Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-155
| Closed | -$6K | – | 968 |
|
|
2019
Q3 | $6K | Buy |
+155
| New | +$6K | ﹤0.01% | 862 |
|
|
2019
Q2 | – | Sell |
-38
| Closed | -$2K | – | 959 |
|
|
2019
Q1 | $2K | Sell |
38
-1
| -3% | -$53 | ﹤0.01% | 943 |
|
|
2018
Q4 | $2K | Sell |
39
-1
| -3% | -$51 | ﹤0.01% | 904 |
|
|
2018
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 967 |
|
|
2018
Q2 | $2K | Sell |
40
-1
| -2% | -$50 | ﹤0.01% | 984 |
|
|
2018
Q1 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 946 |
|