Mount Yale Investment Advisors, LLC Hsbc Holdings PLC Transaction History

Mount Yale Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 14, 2019	SELL	$35.53 - $42.1 $265,231 - $314,276	-7,465 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$40.64 - $44.7 $303,377 - $333,685	7,465 New	7,465 $286,000
Q4 2018 Feb 14, 2019	SELL	$38.57 - $44.2 $80,688 - $92,466	-2,092 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$42.81 - $48.5 $31,208 - $35,356	729 Added 53.48%	2,092 $88,000
Q2 2018 Aug 22, 2018	BUY	$46.57 - $50.51 $17,603 - $19,092	378 Added 38.38%	1,363 $64,000
Q1 2018 Jun 25, 2018	BUY	$47.3 - $55.62 $46,590 - $54,785	985 New	985 $47,000

506

50.7M

2.51M

1.6M

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $220B
Description
HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...

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