1WA
180 Wealth Advisors’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,181
| Closed | -$212K | – | 413 |
|
|
2023
Q4 | $212K | Sell |
3,181
-637
| -17% | -$42.4K | 0.04% | 345 |
|
|
2023
Q3 | $225K | Buy |
3,818
+433
| +13% | +$25.6K | 0.05% | 309 |
|
|
2023
Q2 | $240K | Buy |
3,385
+15
| +0.4% | +$1.06K | 0.05% | 296 |
|
|
2023
Q1 | $225K | Sell |
3,370
-26
| -0.8% | -$1.73K | 0.05% | 315 |
|
|
2022
Q4 | $231K | Sell |
3,396
-1,187
| -26% | -$80.7K | 0.05% | 313 |
|
|
2022
Q3 | $268K | Sell |
4,583
-1,601
| -26% | -$93.6K | 0.07% | 266 |
|
|
2022
Q2 | $343K | Buy |
6,184
+275
| +5% | +$15.3K | 0.09% | 226 |
|
|
2022
Q1 | $322K | Sell |
5,909
-302
| -5% | -$16.5K | 0.07% | 263 |
|
|
2021
Q4 | $428K | Buy |
6,211
+213
| +4% | +$14.7K | 0.1% | 203 |
|
|
2021
Q3 | $454K | Sell |
5,998
-66
| -1% | -$5K | 0.1% | 201 |
|
|
2021
Q2 | $457K | Buy |
6,064
+1,918
| +46% | +$145K | 0.1% | 192 |
|
|
2021
Q1 | $317K | Buy |
4,146
+46
| +1% | +$3.52K | 0.08% | 239 |
|
|
2020
Q4 | $307K | Sell |
4,100
-86
| -2% | -$6.44K | 0.09% | 216 |
|
|
2020
Q3 | $247K | Buy |
+4,186
| New | +$247K | 0.09% | 212 |
|
|
2020
Q1 | – | Sell |
-3,594
| Closed | -$224K | – | 241 |
|
|
2019
Q4 | $224K | Buy |
+3,594
| New | +$224K | 0.09% | 237 |
|