LWA
Lowe Wealth Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-400
| Closed | -$21K | – | 254 |
|
|
2017
Q4 | $21K | Sell |
400
-4,930
| -92% | -$259K | 0.01% | 111 |
|
|
2017
Q3 | $263K | Sell |
5,330
-70
| -1% | -$3.45K | 0.16% | 32 |
|
|
2017
Q2 | $251K | Buy |
5,400
+355
| +7% | +$16.5K | 0.16% | 33 |
|
|
2017
Q1 | $206K | Sell |
5,045
-235
| -4% | -$9.6K | 0.14% | 33 |
|
|
2016
Q4 | $212K | Buy |
+5,280
| New | +$212K | 0.15% | 33 |
|