YorkBridge Wealth Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,929
| Closed | -$306K | – | 173 |
|
|
2020
Q1 | $306K | Buy |
10,929
+203
| +2% | +$5.68K | 0.19% | 116 |
|
|
2019
Q4 | $419K | Buy |
10,726
+4,054
| +61% | +$158K | 0.19% | 116 |
|
|
2019
Q3 | $255K | Sell |
6,672
-89
| -1% | -$3.4K | 0.13% | 148 |
|
|
2019
Q2 | $282K | Sell |
6,761
-107
| -2% | -$4.46K | 0.13% | 146 |
|
|
2019
Q1 | $275K | Buy |
6,868
+161
| +2% | +$6.45K | 0.13% | 141 |
|
|
2018
Q4 | $266K | Sell |
6,707
-409
| -6% | -$16.2K | 0.14% | 133 |
|
|
2018
Q3 | $299K | Sell |
7,116
-79
| -1% | -$3.32K | 0.14% | 136 |
|
|
2018
Q2 | $320K | Buy |
7,195
+949
| +15% | +$42.2K | 0.14% | 139 |
|
|
2018
Q1 | $286K | Buy |
6,246
+400
| +7% | +$18.3K | 0.13% | 147 |
|
|
2017
Q4 | $276K | Buy |
5,846
+690
| +13% | +$32.6K | 0.13% | 148 |
|
|
2017
Q3 | $233K | Buy |
5,156
+2
| +0% | +$90 | 0.12% | 157 |
|
|
2017
Q2 | $222K | Buy |
5,154
+195
| +4% | +$8.4K | 0.12% | 162 |
|
|
2017
Q1 | $186K | Buy |
4,959
+2,236
| +82% | +$83.9K | 0.1% | 175 |
|
|
2016
Q4 | $98K | Buy |
+2,723
| New | +$98K | 0.06% | 245 |
|