Evercore Wealth Management’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $94K | Sell |
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|
2017
Q3 | $122K | Sell |
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|
2017
Q2 | $202K | Hold |
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|
2017
Q1 | $199K | Hold |
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|
2016
Q4 | $192K | Sell |
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|
2016
Q3 | $337K | Hold |
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|
2016
Q2 | $341K | Hold |
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|
2016
Q1 | $337K | Hold |
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|
2015
Q4 | $336K | Hold |
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|
2015
Q3 | $333K | Sell |
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|
2015
Q2 | $384K | Hold |
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|
2015
Q1 | $391K | Hold |
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|
2014
Q4 | $391K | Buy |
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|
2014
Q3 | $218K | Hold |
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|
2014
Q2 | $221K | Sell |
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|
2014
Q1 | $234K | Buy |
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|
2013
Q4 | $138K | Sell |
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|
2013
Q3 | $298K | Sell |
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|
2013
Q2 | $475K | Buy |
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