CA
HUSI.PRD

CapWealth Advisors’s HSBC USA INC DP(RP1/4 PFD SR D HUSI.PRD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-500
Closed -$13K 330
2015
Q1
$13K Buy
+500
New +$13K ﹤0.01% 205
2014
Q4
Sell
-500
Closed -$13K 341
2014
Q3
$13K Hold
500
﹤0.01% 217
2014
Q2
$13K Hold
500
﹤0.01% 229
2014
Q1
$12K Hold
500
﹤0.01% 234
2013
Q4
$13K Hold
500
﹤0.01% 242
2013
Q3
$13K Hold
500
﹤0.01% 283
2013
Q2
$13K Buy
+500
New +$13K ﹤0.01% 270