SWS
SYSTM Wealth Solutions’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,432
| Closed | -$180K | – | 1017 |
|
|
2023
Q4 | $180K | Sell |
4,432
-2,466
| -36% | -$100K | 0.02% | 393 |
|
|
2023
Q3 | $272K | Sell |
6,898
-286
| -4% | -$11.3K | 0.04% | 383 |
|
|
2023
Q2 | $285K | Sell |
7,184
-457
| -6% | -$18.1K | 0.04% | 396 |
|
|
2023
Q1 | $261K | Buy |
+7,641
| New | +$261K | 0.04% | 405 |
|