HWA
SES
HCR Wealth Advisors’s Synthesis Energy Systems Inc. SES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-40,295
| Closed | -$132K | – | 179 |
|
|
2018
Q2 | $132K | Hold |
40,295
| – | – | 0.04% | 164 |
|
|
2018
Q1 | $108K | Buy |
40,295
+6,852
| +20% | +$18.4K | 0.04% | 161 |
|
|
2017
Q4 | $96K | Sell |
33,443
-199,088
| -86% | -$571K | 0.03% | 164 |
|
|
2017
Q3 | $126K | Buy |
232,531
+50,000
| +27% | +$27.1K | 0.05% | 157 |
|
|
2017
Q2 | $122K | Buy |
182,531
+69,756
| +62% | +$46.6K | 0.06% | 135 |
|
|
2017
Q1 | $96K | Buy |
112,775
+42,000
| +59% | +$35.8K | 0.05% | 148 |
|
|
2016
Q4 | $71K | Buy |
+70,775
| New | +$71K | 0.04% | 146 |
|