CWM
Cordatus Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,220
| Closed | -$461K | – | 154 |
|
|
2024
Q4 | $461K | Buy |
7,220
+36
| +0.5% | +$2.3K | 0.12% | 109 |
|
|
2024
Q3 | $449K | Hold |
7,184
| – | – | 0.16% | 91 |
|
|
2024
Q2 | $462K | Buy |
+7,184
| New | +$462K | 0.17% | 81 |
|
|
2023
Q4 | – | Sell |
-6,291
| Closed | -$371K | – | 58 |
|
|
2023
Q3 | $371K | Sell |
6,291
-730
| -10% | -$43.1K | 0.34% | 42 |
|
|
2023
Q2 | $489K | Buy |
+7,021
| New | +$489K | 0.18% | 94 |
|