RWA Wealth Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,806
| Closed | -$230K | – | 234 |
|
2018
Q4 | $230K | Sell |
5,806
-385
| -6% | -$15.3K | 0.03% | 200 |
|
2018
Q3 | $259K | Sell |
6,191
-69
| -1% | -$2.89K | 0.03% | 193 |
|
2018
Q2 | $278K | Buy |
6,260
+624
| +11% | +$27.7K | 0.03% | 197 |
|
2018
Q1 | $251K | Sell |
5,636
-117
| -2% | -$5.21K | 0.03% | 175 |
|
2017
Q4 | $271K | Hold |
5,753
| – | – | 0.03% | 200 |
|
2017
Q3 | $260K | Buy |
+5,753
| New | +$260K | 0.03% | 205 |
|