Ropes Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,364
| Closed | -$35K | – | 478 |
|
|
2020
Q4 | $35K | Hold |
1,364
| – | – | 0.01% | 425 |
|
|
2020
Q3 | $27K | Hold |
1,364
| – | – | 0.01% | 393 |
|
|
2020
Q2 | $32K | Hold |
1,364
| – | – | 0.01% | 349 |
|
|
2020
Q1 | $38K | Hold |
1,364
| – | – | 0.01% | 306 |
|
|
2019
Q4 | $53K | Hold |
1,364
| – | – | 0.01% | 328 |
|
|
2019
Q3 | $52K | Hold |
1,364
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $57K | Sell |
1,364
-16
| -1% | -$669 | 0.01% | 326 |
|
|
2019
Q1 | $55K | Sell |
1,380
-35
| -2% | -$1.4K | 0.01% | 320 |
|
|
2018
Q4 | $56K | Sell |
1,415
-17
| -1% | -$673 | 0.02% | 299 |
|
|
2018
Q3 | $60K | Sell |
1,432
-108
| -7% | -$4.53K | 0.01% | 322 |
|
|
2018
Q2 | $68K | Sell |
1,540
-16
| -1% | -$706 | 0.02% | 319 |
|
|
2018
Q1 | $69K | Sell |
1,556
-32
| -2% | -$1.42K | 0.02% | 300 |
|
|
2017
Q4 | $75K | Buy |
1,588
+95
| +6% | +$4.49K | 0.02% | 304 |
|
|
2017
Q3 | $67K | Hold |
1,493
| – | – | 0.02% | 295 |
|
|
2017
Q2 | $63K | Sell |
1,493
-17
| -1% | -$717 | 0.02% | 304 |
|
|
2017
Q1 | $56K | Hold |
1,510
| – | – | 0.02% | 316 |
|
|
2016
Q4 | $55K | Hold |
1,510
| – | – | 0.02% | 303 |
|
|
2016
Q3 | $51K | Sell |
1,510
-21
| -1% | -$709 | 0.02% | 274 |
|
|
2016
Q2 | $43K | Hold |
1,531
| – | – | 0.02% | 270 |
|
|
2016
Q1 | $42K | Hold |
1,531
| – | – | 0.02% | 228 |
|
|
2015
Q4 | $54K | Hold |
1,531
| – | – | 0.02% | 238 |
|
|
2015
Q3 | $52K | Hold |
1,531
| – | – | 0.03% | 251 |
|
|
2015
Q2 | $61K | Sell |
1,531
-16
| -1% | -$637 | 0.03% | 184 |
|
|
2015
Q1 | $58K | Buy |
+1,547
| New | +$58K | 0.03% | 181 |
|