Verdence Capital Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,512
| Closed | -$953K | – | 598 |
|
|
2023
Q4 | $953K | Sell |
23,512
-6,122
| -21% | -$248K | 0.09% | 226 |
|
|
2023
Q3 | $1.17M | Buy |
29,634
+1,389
| +5% | +$54.8K | 0.13% | 185 |
|
|
2023
Q2 | $1.12M | Sell |
28,245
-4,121
| -13% | -$163K | 0.13% | 179 |
|
|
2023
Q1 | $1.1M | Buy |
32,366
+8,157
| +34% | +$278K | 0.13% | 181 |
|
|
2022
Q4 | $754K | Buy |
+24,209
| New | +$754K | 0.09% | 216 |
|