Wealthcare Advisory Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$58K | – | 1130 |
|
|
2021
Q1 | $58K | Buy |
+2,000
| New | +$58K | ﹤0.01% | 833 |
|
|
2020
Q2 | – | Sell |
-2,003
| Closed | -$56K | – | 793 |
|
|
2020
Q1 | $56K | Hold |
2,003
| – | – | 0.01% | 489 |
|
|
2019
Q4 | $78K | Hold |
2,003
| – | – | 0.01% | 448 |
|
|
2019
Q3 | $77K | Buy |
2,003
+1,930
| +2,644% | +$74.2K | 0.01% | 448 |
|
|
2019
Q2 | $3K | Sell |
73
-1
| -1% | -$41 | ﹤0.01% | 1145 |
|
|
2019
Q1 | $3K | Sell |
74
-2
| -3% | -$81 | ﹤0.01% | 1048 |
|
|
2018
Q4 | $3K | Sell |
76
-150
| -66% | -$5.92K | ﹤0.01% | 1027 |
|
|
2018
Q3 | $9K | Sell |
226
-2
| -0.9% | -$80 | ﹤0.01% | 868 |
|
|
2018
Q2 | $10K | Sell |
228
-25
| -10% | -$1.1K | ﹤0.01% | 832 |
|
|
2018
Q1 | $11K | Sell |
253
-5
| -2% | -$217 | ﹤0.01% | 709 |
|
|
2017
Q4 | $12K | Buy |
258
+155
| +150% | +$7.21K | ﹤0.01% | 631 |
|
|
2017
Q3 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 642 |
|