Wiser Advisor Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-76
| Closed | -$4.36K | – | 132 |
|
|
2025
Q1 | $4.36K | Hold |
76
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $3.75K | Hold |
76
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $3.41K | Hold |
76
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $3.27K | Buy |
76
+4
| +6% | +$172 | 0.01% | 237 |
|
|
2024
Q1 | $2.87K | Sell |
72
-8
| -10% | -$318 | ﹤0.01% | 246 |
|
|
2023
Q4 | $3.23K | Buy |
+80
| New | +$3.23K | 0.01% | 241 |
|