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 |
|