BWP
Baldwin Wealth Partners’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,826
| Closed | -$167K | – | 751 |
|
|
2023
Q3 | $167K | Hold |
2,826
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $197K | Sell |
2,826
-539
| -16% | -$37.6K | 0.02% | 238 |
|
|
2023
Q1 | $224K | Sell |
3,365
-100
| -3% | -$6.67K | 0.02% | 230 |
|
|
2022
Q4 | $237K | Hold |
3,465
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $202K | Hold |
3,465
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $190K | Sell |
3,465
-115
| -3% | -$6.31K | 0.02% | 187 |
|
|
2022
Q1 | $220K | Sell |
3,580
-95
| -3% | -$5.84K | 0.02% | 196 |
|
|
2021
Q4 | $239K | Sell |
3,675
-341
| -8% | -$22.2K | 0.02% | 192 |
|
|
2021
Q3 | $294K | Buy |
4,016
+35
| +0.9% | +$2.56K | 0.03% | 166 |
|
|
2021
Q2 | $291K | Sell |
3,981
-283
| -7% | -$20.7K | 0.03% | 162 |
|
|
2021
Q1 | $331K | Buy |
4,264
+425
| +11% | +$33K | 0.04% | 140 |
|
|
2020
Q4 | $277K | Sell |
3,839
-75
| -2% | -$5.41K | 0.03% | 147 |
|
|
2020
Q3 | $196K | Sell |
3,914
-828
| -17% | -$41.5K | 0.03% | 158 |
|
|
2020
Q2 | $216K | Hold |
4,742
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $182K | Buy |
4,742
+672
| +17% | +$25.8K | 0.03% | 150 |
|
|
2019
Q4 | $258K | Hold |
4,070
| – | – | 0.04% | 158 |
|
|
2019
Q3 | $232K | Buy |
+4,070
| New | +$232K | 0.03% | 156 |
|
|
2018
Q4 | – | Sell |
-116
| Closed | -$11K | – | 519 |
|
|
2018
Q3 | $11K | Buy |
+116
| New | +$11K | ﹤0.01% | 455 |
|