Regal Investment Advisors’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-6,100
| Closed | -$153K | – | 1029 |
|
2014
Q3 | $153K | Sell |
6,100
-400
| -6% | -$10K | 0.05% | 251 |
|
2014
Q2 | $165K | Sell |
6,500
-400
| -6% | -$10.2K | 0.06% | 220 |
|
2014
Q1 | $176K | Hold |
6,900
| – | – | 0.07% | 196 |
|
2013
Q4 | $170K | Hold |
6,900
| – | – | 0.1% | 162 |
|
2013
Q3 | $170K | Buy |
6,900
+400
| +6% | +$9.86K | 0.1% | 177 |
|
2013
Q2 | $162K | Buy |
+6,500
| New | +$162K | 0.09% | 176 |
|