Kelleher Financial Advisors’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-8,000
| Closed | -$235K | – | 124 |
|
|
2015
Q1 | $235K | Hold |
8,000
| – | – | 0.13% | 102 |
|
|
2014
Q4 | $203K | Hold |
8,000
| – | – | 0.11% | 104 |
|
|
2014
Q3 | $210K | Buy |
+8,000
| New | +$210K | 0.11% | 104 |
|
|
2014
Q2 | – | Sell |
-10,000
| Closed | -$205K | – | 114 |
|
|
2014
Q1 | $205K | Sell |
10,000
-2,000
| -17% | -$41K | 0.11% | 100 |
|
|
2013
Q4 | $207K | Sell |
12,000
-2,000
| -14% | -$34.5K | 0.11% | 99 |
|
|
2013
Q3 | $215K | Hold |
14,000
| – | – | 0.12% | 92 |
|
|
2013
Q2 | $254K | Buy |
+14,000
| New | +$254K | 0.16% | 82 |
|