Total Clarity Wealth Management’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,637
| Closed | -$229K | – | 306 |
|
2025
Q1 | $229K | Hold |
4,637
| – | – | 0.07% | 231 |
|
2024
Q4 | $229K | Sell |
4,637
-73
| -2% | -$3.61K | 0.07% | 231 |
|
2024
Q3 | $213K | Buy |
+4,710
| New | +$213K | 0.07% | 236 |
|
2022
Q1 | – | Sell |
-984
| Closed | -$30K | – | 506 |
|
2021
Q4 | $30K | Hold |
984
| – | – | 0.01% | 486 |
|
2021
Q3 | $26K | Buy |
+984
| New | +$26K | 0.01% | 510 |
|
2021
Q2 | – | Sell |
-984
| Closed | -$29K | – | 408 |
|
2021
Q1 | $29K | Buy |
+984
| New | +$29K | 0.02% | 406 |
|
2020
Q1 | – | Sell |
-984
| Closed | -$38K | – | 309 |
|
2019
Q4 | $38K | Buy |
+984
| New | +$38K | 0.03% | 305 |
|