Wealth Advisors of Tampa Bay’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,485
| Closed | -$527K | – | 67 |
|
|
2019
Q4 | $527K | Sell |
13,485
-28,840
| -68% | -$1.13M | 0.49% | 49 |
|
|
2019
Q3 | $1.62M | Sell |
42,325
-7,115
| -14% | -$272K | 1.34% | 37 |
|
|
2019
Q2 | $2.06M | Sell |
49,440
-1,231
| -2% | -$51.4K | 1.5% | 33 |
|
|
2019
Q1 | $2.03M | Sell |
50,671
-4,804
| -9% | -$193K | 1.47% | 32 |
|
|
2018
Q4 | $2.2M | Buy |
55,475
+392
| +0.7% | +$15.5K | 1.79% | 26 |
|
|
2018
Q3 | $2.3M | Buy |
55,083
+8,006
| +17% | +$335K | 1.61% | 29 |
|
|
2018
Q2 | $2.06M | Sell |
47,077
-792
| -2% | -$34.7K | 1.57% | 30 |
|
|
2018
Q1 | $2.13M | Sell |
47,869
-690
| -1% | -$30.7K | 1.54% | 30 |
|
|
2017
Q4 | $2.29M | Buy |
+48,559
| New | +$2.29M | 1.57% | 30 |
|