Wealthspire Advisors (Maryland)’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,898
| Closed | -$116K | – | 1161 |
|
|
2019
Q1 | $116K | Sell |
2,898
-609
| -17% | -$24.4K | 0.01% | 585 |
|
|
2018
Q4 | $139K | Buy |
3,507
+999
| +40% | +$39.6K | 0.01% | 507 |
|
|
2018
Q3 | $105K | Sell |
2,508
-40
| -2% | -$1.68K | 0.01% | 666 |
|
|
2018
Q2 | $113K | Sell |
2,548
-26
| -1% | -$1.15K | 0.01% | 656 |
|
|
2018
Q1 | $114K | Sell |
2,574
-219
| -8% | -$9.7K | 0.01% | 659 |
|
|
2017
Q4 | $132K | Buy |
2,793
+190
| +7% | +$8.98K | 0.01% | 615 |
|
|
2017
Q3 | $117K | Buy |
2,603
+187
| +8% | +$8.41K | 0.01% | 647 |
|
|
2017
Q2 | $102K | Buy |
2,416
+308
| +15% | +$13K | 0.01% | 691 |
|
|
2017
Q1 | $78K | Buy |
2,108
+924
| +78% | +$34.2K | 0.01% | 671 |
|
|
2016
Q4 | $43K | Sell |
1,184
-70
| -6% | -$2.54K | 0.01% | 814 |
|
|
2016
Q3 | $42K | Buy |
1,254
+405
| +48% | +$13.6K | 0.01% | 825 |
|
|
2016
Q2 | $24K | Sell |
849
-2,193
| -72% | -$62K | ﹤0.01% | 938 |
|
|
2016
Q1 | $84K | Buy |
3,042
+337
| +12% | +$9.31K | 0.01% | 566 |
|
|
2015
Q4 | $95K | Buy |
+2,705
| New | +$95K | 0.02% | 538 |
|