EverSource Wealth Advisors’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
3,629
+1,188
| +49% | +$91.1K | 0.01% | 704 |
|
|
2025
Q1 | $162K | Sell |
2,441
-18
| -0.7% | -$1.2K | 0.01% | 735 |
|
|
2024
Q4 | $157K | Sell |
2,459
-417
| -14% | -$26.6K | 0.01% | 751 |
|
|
2024
Q3 | $180K | Sell |
2,876
-648
| -18% | -$40.5K | 0.01% | 594 |
|
|
2024
Q2 | $211K | Buy |
3,524
+1,539
| +78% | +$92.4K | 0.01% | 540 |
|
|
2024
Q1 | $114K | Sell |
1,985
-65
| -3% | -$3.74K | 0.01% | 664 |
|
|
2023
Q4 | $138K | Buy |
2,050
+2,007
| +4,667% | +$135K | 0.01% | 535 |
|
|
2023
Q3 | $2.54K | Buy |
43
+2
| +5% | +$118 | ﹤0.01% | 1946 |
|
|
2023
Q2 | $2.86K | Buy |
41
+29
| +242% | +$2.02K | ﹤0.01% | 1934 |
|
|
2023
Q1 | $800 | Hold |
12
| – | – | ﹤0.01% | 2155 |
|
|
2022
Q4 | $821 | Hold |
12
| – | – | ﹤0.01% | 2142 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1820 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$2K | – | 1781 |
|
|
2022
Q1 | $2K | Sell |
31
-17
| -35% | -$1.1K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 1428 |
|