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 |
|