Waverly Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-91
| Closed | -$3K | – | 250 |
|
|
2015
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 398 |
|
|
2015
Q2 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 317 |
|
|
2014
Q4 | – | Sell |
-540
| Closed | -$24K | – | 535 |
|
|
2014
Q3 | $24K | Hold |
540
| – | – | 0.01% | 313 |
|
|
2014
Q2 | $24K | Sell |
540
-14
| -3% | -$622 | 0.01% | 302 |
|
|
2014
Q1 | $24K | Sell |
554
-84
| -13% | -$3.64K | 0.01% | 295 |
|
|
2013
Q4 | $30K | Buy |
638
+473
| +287% | +$22.2K | 0.01% | 397 |
|
|
2013
Q3 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 459 |
|