Lenox Wealth Advisors’s HDFC Bank HDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$33K Sell
524
-42
-7% -$2.65K ﹤0.01% 298
2021
Q4
$37K Hold
566
﹤0.01% 298
2021
Q3
$41K Hold
566
0.01% 257
2021
Q2
$41K Hold
566
0.01% 253
2021
Q1
$44K Hold
566
0.01% 206
2020
Q4
$41K Hold
566
0.01% 208
2020
Q3
$28K Hold
566
﹤0.01% 238
2020
Q2
$26K Sell
566
-105
-16% -$4.82K ﹤0.01% 251
2020
Q1
$26K Buy
671
+105
+19% +$4.07K ﹤0.01% 219
2019
Q4
$36K Hold
566
0.01% 225
2019
Q3
$32K Hold
566
0.01% 211
2019
Q2
$37K Sell
566
-102
-15% -$6.67K 0.01% 163
2019
Q1
$39K Buy
668
+102
+18% +$5.96K 0.01% 146
2018
Q4
$29K Hold
566
0.01% 165
2018
Q3
$27K Sell
566
-192
-25% -$9.16K 0.01% 182
2018
Q2
$40K Sell
758
-232
-23% -$12.2K 0.01% 161
2018
Q1
$49K Buy
990
+936
+1,733% +$46.3K 0.01% 167
2017
Q4
$3K Sell
54
-26
-33% -$1.44K ﹤0.01% 284
2017
Q3
$4K Buy
+80
New +$4K ﹤0.01% 87
2015
Q4
Sell
-162
Closed -$5K 530
2015
Q3
$5K Hold
162
﹤0.01% 256
2015
Q2
$5K Hold
162
﹤0.01% 209
2015
Q1
$5K Hold
162
﹤0.01% 236
2014
Q4
$4K Hold
162
﹤0.01% 265
2014
Q3
$4K Buy
+162
New +$4K ﹤0.01% 247