Stratos Wealth Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-7,787
| Closed | -$218K | – | 1014 |
|
2020
Q1 | $218K | Buy |
+7,787
| New | +$218K | 0.01% | 789 |
|
2018
Q4 | – | Sell |
-3,383
| Closed | -$142K | – | 1563 |
|
2018
Q3 | $142K | Buy |
+3,383
| New | +$142K | 0.01% | 981 |
|
2018
Q2 | – | Sell |
-4,149
| Closed | -$184K | – | 1688 |
|
2018
Q1 | $184K | Sell |
4,149
-52
| -1% | -$2.31K | 0.01% | 937 |
|
2017
Q4 | $198K | Buy |
+4,201
| New | +$198K | 0.01% | 882 |
|