B. Riley Wealth Advisors’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,761
| Closed | -$222K | – | 1483 |
|
|
2024
Q1 | $222K | Buy |
+3,761
| New | +$222K | 0.01% | 1210 |
|
|
2023
Q4 | – | Sell |
-3,761
| Closed | -$222K | – | 1443 |
|
|
2023
Q3 | $222K | Buy |
3,761
+877
| +30% | +$51.8K | 0.01% | 1210 |
|
|
2023
Q2 | $203K | Sell |
2,884
-124
| -4% | -$8.73K | ﹤0.01% | 1350 |
|
|
2023
Q1 | $201K | Sell |
3,008
-18
| -0.6% | -$1.2K | 0.01% | 1303 |
|
|
2022
Q4 | $207K | Buy |
+3,026
| New | +$207K | 0.01% | 1242 |
|
|
2021
Q4 | – | Sell |
-3,840
| Closed | -$281K | – | 1450 |
|
|
2021
Q3 | $281K | Sell |
3,840
-139
| -3% | -$10.2K | 0.01% | 1075 |
|
|
2021
Q2 | $297K | Sell |
3,979
-1,989
| -33% | -$148K | 0.01% | 1023 |
|
|
2021
Q1 | $457K | Buy |
5,968
+1,488
| +33% | +$114K | 0.02% | 781 |
|
|
2020
Q4 | $324K | Buy |
+4,480
| New | +$324K | 0.02% | 712 |
|