CWM
Circle Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,825
| Closed | -$206K | – | 200 |
|
|
2021
Q3 | $206K | Sell |
2,825
-5,185
| -65% | -$378K | 0.03% | 175 |
|
|
2021
Q2 | $586K | Hold |
8,010
| – | – | 0.08% | 110 |
|
|
2021
Q1 | $622K | Sell |
8,010
-4,426
| -36% | -$344K | 0.1% | 94 |
|
|
2020
Q4 | $899K | Buy |
12,436
+6,884
| +124% | +$498K | 0.13% | 91 |
|
|
2020
Q3 | $277K | Buy |
5,552
+646
| +13% | +$32.2K | 0.05% | 165 |
|
|
2020
Q2 | $223K | Buy |
+4,906
| New | +$223K | 0.04% | 178 |
|
|
2020
Q1 | – | Sell |
-3,609
| Closed | -$229K | – | 203 |
|
|
2019
Q4 | $229K | Buy |
+3,609
| New | +$229K | 0.04% | 165 |
|