Wealthcare Advisory Partners’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
Q1 | – | Sell |
-4,600
| Closed | -$124K | – | 1621 |
|
|
2019
Q4 | $124K | Hold |
4,600
| – | – | 0.02% | 364 |
|
|
2019
Q3 | $121K | Hold |
4,600
| – | – | 0.02% | 346 |
|
|
2019
Q2 | $121K | Sell |
4,600
-200
| -4% | -$5.26K | 0.02% | 346 |
|
|
2019
Q1 | $124K | Hold |
4,800
| – | – | 0.02% | 305 |
|
|
2018
Q4 | $124K | Hold |
4,800
| – | – | 0.02% | 274 |
|
|
2018
Q3 | $123K | Hold |
4,800
| – | – | 0.02% | 298 |
|
|
2018
Q2 | $128K | Hold |
4,800
| – | – | 0.03% | 289 |
|
|
2018
Q1 | $124K | Hold |
4,800
| – | – | 0.03% | 246 |
|
|
2017
Q4 | $124K | Hold |
4,800
| – | – | 0.03% | 229 |
|
|
2017
Q3 | $127K | Buy |
+4,800
| New | +$127K | 0.04% | 190 |
|