Financial Synergies Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-56
| Closed | -$2.21K | – | 236 |
|
|
2024
Q1 | $2.21K | Sell |
56
-3
| -5% | -$118 | ﹤0.01% | 315 |
|
|
2023
Q4 | $1.84K | Buy |
59
+3
| +5% | +$94 | ﹤0.01% | 251 |
|
|
2023
Q3 | $2.21K | Hold |
56
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $2.22K | Sell |
56
-3
| -5% | -$119 | ﹤0.01% | 291 |
|
|
2023
Q1 | $2.01K | Hold |
59
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $1.84K | Sell |
59
-9
| -13% | -$281 | ﹤0.01% | 251 |
|
|
2022
Q3 | $1.77K | Buy |
68
+45
| +196% | +$1.17K | ﹤0.01% | 230 |
|
|
2022
Q2 | $752 | Buy |
+23
| New | +$752 | ﹤0.01% | 341 |
|