Patton Albertson Miller Group’s HSBC HSBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,660
Closed -$411K 212
2020
Q1
$411K Sell
14,660
-194
-1% -$5.44K 0.14% 152
2019
Q4
$581K Buy
14,854
+870
+6% +$34K 0.15% 142
2019
Q3
$535K Buy
13,984
+1,251
+10% +$47.9K 0.15% 149
2019
Q2
$481K Buy
+12,733
New +$481K 0.14% 157