Shine Investment Advisory Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-429
| Closed | -$10K | – | 734 |
|
2020
Q2 | $10K | Sell |
429
-153
| -26% | -$3.57K | ﹤0.01% | 550 |
|
2020
Q1 | $16K | Hold |
582
| – | – | 0.01% | 454 |
|
2019
Q4 | $23K | Buy |
582
+86
| +17% | +$3.4K | 0.01% | 462 |
|
2019
Q3 | $19K | Sell |
496
-62
| -11% | -$2.38K | 0.01% | 466 |
|
2019
Q2 | $23K | Sell |
558
-57
| -9% | -$2.35K | 0.01% | 434 |
|
2019
Q1 | $25K | Sell |
615
-16
| -3% | -$650 | 0.01% | 436 |
|
2018
Q4 | $25K | Sell |
631
-7
| -1% | -$277 | 0.01% | 408 |
|
2018
Q3 | $27K | Sell |
638
-7
| -1% | -$296 | 0.01% | 407 |
|
2018
Q2 | $29K | Sell |
645
-7
| -1% | -$315 | 0.01% | 392 |
|
2018
Q1 | $29K | Sell |
652
-13
| -2% | -$578 | 0.02% | 399 |
|
2017
Q4 | $31K | Sell |
665
-60
| -8% | -$2.8K | 0.02% | 383 |
|
2017
Q3 | $33K | Buy |
725
+60
| +9% | +$2.73K | 0.02% | 372 |
|
2017
Q2 | $28K | Buy |
+665
| New | +$28K | 0.01% | 382 |
|