PWAG
Polaris Wealth Advisory Group’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-58,334
| Closed | -$2.78M | – | 523 |
|
|
2018
Q2 | $2.78M | Hold |
58,334
| – | – | 0.23% | 66 |
|
|
2018
Q1 | $2.78M | Buy |
58,334
+17,165
| +42% | +$818K | 0.23% | 68 |
|
|
2017
Q4 | $2.13M | Buy |
41,169
+8,790
| +27% | +$454K | 0.17% | 72 |
|
|
2017
Q3 | $1.6M | Buy |
+32,379
| New | +$1.6M | 0.14% | 77 |
|
|
2016
Q1 | – | Sell |
-5,345
| Closed | -$211K | – | 121 |
|
|
2015
Q4 | $211K | Buy |
+5,345
| New | +$211K | 0.03% | 135 |
|