United Capital 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 Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-10,458
Closed -$262K 1266
2020
Q1
$262K Buy
10,458
+1,621
+18% +$40.6K ﹤0.01% 997
2019
Q4
$238K Buy
8,837
+18
+0.2% +$485 ﹤0.01% 1220
2019
Q3
$232K Buy
8,819
+19
+0.2% +$500 ﹤0.01% 1135
2019
Q2
$231K Buy
+8,800
New +$231K ﹤0.01% 1299