LWM
HSBC.PRA
LBA 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 | $26K | Hold |
1,000
| – | – | 0.01% | 254 |
|
|
2016
Q4 | $25K | Hold |
1,000
| – | – | 0.01% | 245 |
|
|
2016
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 248 |
|
|
2016
Q2 | $26K | Hold |
1,000
| – | – | 0.01% | 241 |
|
|
2016
Q1 | $26K | Hold |
1,000
| – | – | 0.02% | 234 |
|
|
2015
Q4 | $26K | Hold |
1,000
| – | – | 0.02% | 247 |
|
|
2015
Q3 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 216 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$26K | – | 337 |
|
|
2015
Q1 | $26K | Hold |
1,000
| – | – | 0.02% | 198 |
|
|
2014
Q4 | $26K | Hold |
1,000
| – | – | 0.02% | 194 |
|
|
2014
Q3 | $25K | Hold |
1,000
| – | – | 0.02% | 217 |
|
|
2014
Q2 | $25K | Hold |
1,000
| – | – | 0.02% | 184 |
|
|
2014
Q1 | $25K | Hold |
1,000
| – | – | 0.02% | 180 |
|
|
2013
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 176 |
|