EWM
Endowment Wealth Management’s ICICI Bank IBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
6,898
+33
| +0.5% | +$1.11K | 0.12% | 128 |
|
|
2025
Q1 | $216K | Sell |
6,865
-153
| -2% | -$4.82K | 0.14% | 130 |
|
|
2024
Q4 | $210K | Sell |
7,018
-139
| -2% | -$4.15K | 0.14% | 128 |
|
|
2024
Q3 | $214K | Sell |
7,157
-1,501
| -17% | -$44.8K | 0.14% | 120 |
|
|
2024
Q2 | $249K | Buy |
8,658
+47
| +0.5% | +$1.35K | 0.18% | 106 |
|
|
2024
Q1 | $227K | Sell |
8,611
-119
| -1% | -$3.14K | 0.17% | 114 |
|
|
2023
Q4 | $208K | Sell |
8,730
-172
| -2% | -$4.1K | 0.17% | 121 |
|
|
2023
Q3 | $206K | Sell |
8,902
-2,031
| -19% | -$47K | 0.18% | 118 |
|
|
2023
Q2 | $252K | Sell |
10,933
-446
| -4% | -$10.3K | 0.23% | 106 |
|
|
2023
Q1 | $246K | Sell |
11,379
-1,868
| -14% | -$40.3K | 0.25% | 103 |
|
|
2022
Q4 | $290K | Buy |
13,247
+1,703
| +15% | +$37.3K | 0.32% | 75 |
|
|
2022
Q3 | $242K | Sell |
11,544
-124
| -1% | -$2.6K | 0.29% | 88 |
|
|
2022
Q2 | $207K | Buy |
11,668
+550
| +5% | +$9.76K | 0.25% | 99 |
|
|
2022
Q1 | $211K | Buy |
11,118
+619
| +6% | +$11.7K | 0.22% | 107 |
|
|
2021
Q4 | $208K | Buy |
+10,499
| New | +$208K | 0.21% | 109 |
|