DWM
Diversify Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
4,195
-399
| -9% | -$29.5K | 0.02% | 449 |
|
|
2025
Q1 | $333K | Sell |
4,594
-376
| -8% | -$27.2K | 0.02% | 424 |
|
|
2024
Q4 | $291K | Buy |
4,970
+358
| +8% | +$21K | 0.02% | 434 |
|
|
2024
Q3 | $296K | Buy |
4,612
+142
| +3% | +$9.11K | 0.03% | 401 |
|
|
2024
Q2 | $259K | Buy |
+4,470
| New | +$259K | 0.03% | 380 |
|