Integrated Wealth Concepts’s HDFC Bank HDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,361
Closed -$234K 1584
2023
Q2
$234K Sell
3,361
-30
-0.9% -$2.09K ﹤0.01% 1346
2023
Q1
$226K Sell
3,391
-116
-3% -$7.73K ﹤0.01% 1180
2022
Q4
$240K Sell
3,507
-631
-15% -$43.2K 0.01% 884
2022
Q3
$242K Sell
4,138
-99
-2% -$5.79K 0.01% 807
2022
Q2
$233K Buy
4,237
+93
+2% +$5.11K 0.01% 837
2022
Q1
$254K Buy
4,144
+817
+25% +$50.1K 0.01% 797
2021
Q4
$217K Sell
3,327
-18,412
-85% -$1.2M 0.01% 901
2021
Q3
$1.59M Buy
21,739
+1,231
+6% +$90K 0.05% 283
2021
Q2
$1.5M Buy
20,508
+1,728
+9% +$126K 0.05% 270
2021
Q1
$1.46M Buy
+18,780
New +$1.46M 0.06% 238