IFP Advisors’s HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A) HSBC.PRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $10K | Sell |
400
-3,216
| -89% | -$80.4K | ﹤0.01% | 1631 |
|
|
2018
Q4 | $93K | Buy |
3,616
+37
| +1% | +$952 | 0.01% | 1232 |
|
|
2018
Q3 | $92K | Buy |
3,579
+486
| +16% | +$12.5K | ﹤0.01% | 1524 |
|
|
2018
Q2 | $82K | Buy |
3,093
+19
| +0.6% | +$504 | ﹤0.01% | 1593 |
|
|
2018
Q1 | $79K | Hold |
3,074
| – | – | ﹤0.01% | 1527 |
|
|
2017
Q4 | $79K | Sell |
3,074
-3,155
| -51% | -$81.1K | ﹤0.01% | 1524 |
|
|
2017
Q3 | $164K | Buy |
6,229
+33
| +0.5% | +$869 | 0.01% | 1262 |
|
|
2017
Q2 | $164K | Buy |
6,196
+533
| +9% | +$14.1K | 0.01% | 1233 |
|
|
2017
Q1 | $147K | Buy |
5,663
+73
| +1% | +$1.9K | 0.01% | 1270 |
|
|
2016
Q4 | $141K | Buy |
5,590
+433
| +8% | +$10.9K | 0.01% | 1235 |
|
|
2016
Q3 | $132K | Buy |
5,157
+32
| +0.6% | +$819 | 0.01% | 1209 |
|
|
2016
Q2 | $133K | Buy |
5,125
+4,725
| +1,181% | +$123K | 0.01% | 1179 |
|
|
2016
Q1 | $10K | Sell |
400
-4,662
| -92% | -$117K | ﹤0.01% | 1631 |
|
|
2015
Q4 | $129K | Buy |
+5,062
| New | +$129K | 0.01% | 1033 |
|