Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$13K | – | 2423 |
|
|
2019
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 1441 |
|
|
2018
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1386 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 1446 |
|
|
2018
Q2 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1463 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$13K | – | 2067 |
|
|
2016
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 1189 |
|
|
2016
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 1144 |
|
|
2016
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 1131 |
|
|
2015
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1127 |
|