Schechter Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $681K | Buy |
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|
2024
Q2 | $614K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $290K | Buy |
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