TCI Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-91
| Closed | -$4K | – | 1584 |
|
|
2019
Q4 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 915 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$1K | – | 1511 |
|
|
2018
Q3 | $1K | Sell |
22
-46
| -68% | -$2.09K | ﹤0.01% | 1219 |
|
|
2018
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 943 |
|
|
2014
Q4 | – | Sell |
-152
| Closed | -$7K | – | 907 |
|
|
2014
Q3 | $7K | Sell |
152
-222
| -59% | -$10.2K | ﹤0.01% | 499 |
|
|
2014
Q2 | $16K | Hold |
374
| – | – | 0.01% | 377 |
|
|
2014
Q1 | $16K | Sell |
374
-1,739
| -82% | -$74.4K | 0.01% | 348 |
|
|
2013
Q4 | $100K | Buy |
2,113
+1,739
| +465% | +$82.3K | 0.06% | 163 |
|
|
2013
Q3 | $0 | Buy |
+374
| New | – | ﹤0.01% | 807 |
|