RPg Family Wealth Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-293
| Closed | -$12.3K | – | 240 |
|
|
2018
Q3 | $12.3K | Buy |
+293
| New | +$12.3K | 0.01% | 229 |
|
|
2018
Q2 | – | Sell |
-1,340
| Closed | -$59.6K | – | 264 |
|
|
2018
Q1 | $59.6K | Sell |
1,340
-171
| -11% | -$7.6K | 0.05% | 100 |
|
|
2017
Q4 | $71.3K | Buy |
1,511
+218
| +17% | +$10.3K | 0.06% | 91 |
|
|
2017
Q3 | $58.4K | Buy |
1,293
+227
| +21% | +$10.2K | 0.05% | 127 |
|
|
2017
Q2 | $45.2K | Sell |
1,066
-234
| -18% | -$9.92K | 0.04% | 165 |
|
|
2017
Q1 | $47.9K | Buy |
1,300
+134
| +11% | +$4.94K | 0.04% | 126 |
|
|
2016
Q4 | $42.3K | Hold |
1,166
| – | – | 0.04% | 133 |
|
|
2016
Q3 | $39.6K | Buy |
1,166
+209
| +22% | +$7.1K | 0.03% | 135 |
|
|
2016
Q2 | $26.7K | Sell |
957
-72
| -7% | -$2.01K | 0.01% | 171 |
|
|
2016
Q1 | $28.5K | Buy |
1,029
+187
| +22% | +$5.19K | 0.02% | 158 |
|
|
2015
Q4 | $29.6K | Buy |
+842
| New | +$29.6K | 0.03% | 124 |
|