EWM
Endowment Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
6,011
+30
| +0.5% | +$2.3K | 0.24% | 79 |
|
|
2025
Q1 | $397K | Sell |
5,981
-221
| -4% | -$14.7K | 0.26% | 78 |
|
|
2024
Q4 | $396K | Buy |
6,202
+289
| +5% | +$18.5K | 0.27% | 77 |
|
|
2024
Q3 | $370K | Buy |
5,913
+1,377
| +30% | +$86.1K | 0.24% | 81 |
|
|
2024
Q2 | $292K | Buy |
4,536
+98
| +2% | +$6.3K | 0.21% | 98 |
|
|
2024
Q1 | $248K | Buy |
4,438
+272
| +7% | +$15.2K | 0.19% | 109 |
|
|
2023
Q4 | $280K | Buy |
4,166
+184
| +5% | +$12.3K | 0.23% | 100 |
|
|
2023
Q3 | $235K | Sell |
3,982
-65
| -2% | -$3.84K | 0.21% | 109 |
|
|
2023
Q2 | $282K | Buy |
4,047
+497
| +14% | +$34.6K | 0.26% | 99 |
|
|
2023
Q1 | $237K | Sell |
3,550
-222
| -6% | -$14.8K | 0.24% | 107 |
|
|
2022
Q4 | $258K | Buy |
+3,772
| New | +$258K | 0.28% | 94 |
|