Waldron Private Wealth’s HSBC HSBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,425	Closed	-$236K	–	499
2024 Q2	$236K	Buy	5,425 +123	+2%	+$5.35K	0.01%	363
2024 Q1	$217K	Buy	5,302 +122	+2%	+$4.99K	0.01%	380
2023 Q4	$210K	Buy	+5,180	New	+$210K	0.01%	383