TrueWealth LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 681 |
|
|
2020
Q1 | $1K | Sell |
30
-99
| -77% | -$3.3K | ﹤0.01% | 694 |
|
|
2019
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 562 |
|
|
2019
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 560 |
|
|
2019
Q2 | $5K | Sell |
129
-112
| -46% | -$4.34K | ﹤0.01% | 566 |
|
|
2019
Q1 | $10K | Buy |
241
+107
| +80% | +$4.44K | ﹤0.01% | 455 |
|
|
2018
Q4 | $5K | Sell |
134
-81
| -38% | -$3.02K | ﹤0.01% | 544 |
|
|
2018
Q3 | $9K | Sell |
215
-3
| -1% | -$126 | ﹤0.01% | 506 |
|
|
2018
Q2 | $10K | Sell |
218
-2
| -0.9% | -$92 | ﹤0.01% | 482 |
|
|
2018
Q1 | $10K | Sell |
220
-102
| -32% | -$4.64K | 0.01% | 453 |
|
|
2017
Q4 | $15K | Buy |
+322
| New | +$15K | 0.01% | 441 |
|