CWA
Cypress Wealth Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,384
| Closed | -$301K | – | 126 |
|
|
2017
Q1 | $301K | Sell |
7,384
-255
| -3% | -$10.4K | 0.14% | 143 |
|
|
2016
Q4 | $307K | Buy |
7,639
+377
| +5% | +$15.2K | 0.14% | 133 |
|
|
2016
Q3 | $273K | Buy |
+7,262
| New | +$273K | 0.12% | 145 |
|
|
2016
Q2 | – | Sell |
-7,665
| Closed | -$239K | – | 198 |
|
|
2016
Q1 | $239K | Buy |
+7,665
| New | +$239K | 0.11% | 160 |
|
|
2015
Q3 | – | Sell |
-5,040
| Closed | -$226K | – | 187 |
|
|
2015
Q2 | $226K | Buy |
+5,040
| New | +$226K | 0.13% | 132 |
|