Summit X LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-509
| Closed | -$215 | – | 321 |
|
|
2020
Q3 | $215 | Buy |
+509
| New | +$215 | ﹤0.01% | 416 |
|
|
2019
Q4 | – | Sell |
-26,105
| Closed | -$1M | – | 236 |
|
|
2019
Q3 | $1M | Buy |
26,105
+2,796
| +12% | +$107K | 0.4% | 65 |
|
|
2019
Q2 | $990K | Buy |
23,309
+992
| +4% | +$42.1K | 0.4% | 63 |
|
|
2019
Q1 | $900K | Buy |
22,317
+4,492
| +25% | +$181K | 0.39% | 68 |
|
|
2018
Q4 | $465K | Buy |
17,825
+8,082
| +83% | +$211K | 0.27% | 106 |
|
|
2018
Q3 | $429K | Buy |
+9,743
| New | +$429K | 0.21% | 129 |
|