Patriot Financial Group Insurance Agency’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,057
| Closed | -$35K | – | 1070 |
|
|
2022
Q2 | $35K | Sell |
1,057
-93
| -8% | -$3.08K | 0.01% | 844 |
|
|
2022
Q1 | $39K | Buy |
1,150
+247
| +27% | +$8.38K | 0.01% | 852 |
|
|
2021
Q4 | $27K | Buy |
903
+748
| +483% | +$22.4K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 1761 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 2124 |
|
|
2021
Q1 | $0 | Sell |
2
-436
| -100% | – | ﹤0.01% | 2023 |
|
|
2020
Q4 | $11K | Hold |
438
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q3 | $9K | Hold |
438
| – | – | ﹤0.01% | 1058 |
|
|
2020
Q2 | $10K | Hold |
438
| – | – | ﹤0.01% | 980 |
|
|
2020
Q1 | $12K | Buy |
438
+416
| +1,891% | +$11.4K | 0.01% | 797 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1204 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1249 |
|
|
2019
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1122 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1116 |
|
|
2018
Q2 | – | Sell |
-348
| Closed | -$15K | – | 721 |
|
|
2018
Q1 | $15K | Sell |
348
-8
| -2% | -$345 | 0.01% | 527 |
|
|
2017
Q4 | $17K | Sell |
356
-164
| -32% | -$7.83K | 0.01% | 484 |
|
|
2017
Q3 | $24K | Hold |
520
| – | – | 0.02% | 368 |
|
|
2017
Q2 | $23K | Sell |
520
-6
| -1% | -$265 | 0.02% | 360 |
|
|
2017
Q1 | $19K | Hold |
526
| – | – | 0.02% | 364 |
|
|
2016
Q4 | $20K | Buy |
+526
| New | +$20K | 0.03% | 341 |
|