Reilly Financial 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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2019
Q4 | $348K | Sell |
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2019
Q3 | $352K | Sell |
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2019
Q2 | $376K | Sell |
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|
2019
Q1 | $434K | Sell |
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|
2018
Q4 | $445K | Sell |
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2018
Q3 | $456K | Buy |
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|
2018
Q2 | $445K | Sell |
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|
2018
Q1 | $444K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $455K | Hold |
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|
2017
Q2 | $455K | Hold |
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|
2017
Q1 | $447K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $463K | Hold |
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|
2016
Q1 | $457K | Sell |
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|
2015
Q4 | $484K | Sell |
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|
2015
Q3 | $489K | Sell |
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|
2015
Q2 | $503K | Hold |
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|
2015
Q1 | $511K | Buy |
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