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Forte Capital’s HSBC HSBC Stock Holding History

Forte Capital’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-25,020
Closed -$701K – 181
2020
Q1 		$701K Sell
25,020
-770
-3% -$26.7K 0.24% 67
2019
Q4 		$1.01M Sell
25,790
-10,540
-29% -$400K 0.29% 69
2019
Q3 		$1.39M Buy
36,330
+8,780
+32% +$340K 0.43% 56
2019
Q2 		$1.15M Buy
27,550
+1,640
+6% +$68.7K 0.37% 62
2019
Q1 		$1.04M Buy
25,910
+2,433
+10% +$98K 0.37% 64
2018
Q4 		$930K Sell
23,477
-430
-2% -$17.2K 0.39% 60
2018
Q3 		$1M Buy
23,907
+1,194
+5% +$51.7K 0.36% 63
2018
Q2 		$1.01M Buy
+22,713
New +$1.04M 0.39% 61

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