TRUE Private Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-324
| Closed | -$8K | – | 444 |
|
|
2020
Q4 | $8K | Hold |
324
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $6K | Hold |
324
| – | – | ﹤0.01% | 544 |
|
|
2020
Q2 | $7K | Hold |
324
| – | – | ﹤0.01% | 522 |
|
|
2020
Q1 | $9K | Hold |
324
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $12K | Buy |
+324
| New | +$12K | ﹤0.01% | 567 |
|
|
2019
Q3 | – | Sell |
-216
| Closed | -$9K | – | 449 |
|
|
2019
Q2 | $9K | Buy |
+216
| New | +$9K | ﹤0.01% | 561 |
|
|
2018
Q4 | – | Sell |
-5,514
| Closed | -$231K | – | 549 |
|
|
2018
Q3 | $231K | Buy |
5,514
+595
| +12% | +$24.9K | 0.03% | 245 |
|
|
2018
Q2 | $220K | Buy |
+4,919
| New | +$220K | 0.03% | 249 |
|