IWM
HSBC.PRA
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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $200K | Buy |
+7,720
| New | +$200K | 0.07% | 255 |
|
|
2016
Q2 | – | Sell |
-7,720
| Closed | -$198K | – | 1398 |
|
|
2016
Q1 | $198K | Hold |
7,720
| – | – | 0.08% | 188 |
|
|
2015
Q4 | $197K | Hold |
7,720
| – | – | 0.08% | 186 |
|
|
2015
Q3 | $195K | Hold |
7,720
| – | – | 0.09% | 187 |
|
|
2015
Q2 | $195K | Buy |
7,720
+450
| +6% | +$11.4K | 0.08% | 197 |
|
|
2015
Q1 | $186K | Buy |
+7,270
| New | +$186K | 0.08% | 194 |
|