SWM
Selective Wealth Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,885
| Closed | -$49K | – | 377 |
|
|
2022
Q3 | $49K | Hold |
1,885
| – | – | 0.02% | 301 |
|
|
2022
Q2 | $62K | Hold |
1,885
| – | – | 0.02% | 285 |
|
|
2022
Q1 | $65K | Hold |
1,885
| – | – | 0.02% | 263 |
|
|
2021
Q4 | $57K | Hold |
1,885
| – | – | 0.02% | 256 |
|
|
2021
Q3 | $49K | Hold |
1,885
| – | – | 0.03% | 255 |
|
|
2021
Q2 | $54K | Hold |
1,885
| – | – | 0.04% | 182 |
|
|
2021
Q1 | $55K | Hold |
1,885
| – | – | 0.05% | 119 |
|
|
2020
Q4 | $49K | Hold |
1,885
| – | – | 0.03% | 111 |
|
|
2020
Q3 | $37K | Hold |
1,885
| – | – | 0.03% | 114 |
|
|
2020
Q2 | $44K | Buy |
+1,885
| New | +$44K | 0.04% | 115 |
|