Integrated 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
2017
Q1
$200K Buy
2016
Q2
Sell
2016
Q1
$198K Hold
2015
Q4
$197K Hold
2015
Q3
$195K Hold
2015
Q2
$195K Buy
2015
Q1
$186K Buy