LWM
Lenox Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.6M | Sell |
57,090
-21,043
| -27% | -$957K | 0.79% | 30 |
|
|
2020
Q1 | $3M | Buy |
78,133
+324
| +0.4% | +$12.5K | 1.03% | 23 |
|
|
2019
Q4 | $4.93M | Sell |
77,809
-3,574
| -4% | -$226K | 1.38% | 15 |
|
|
2019
Q3 | $4.64M | Buy |
81,383
+38,591
| +90% | +$2.2M | 1.35% | 16 |
|
|
2019
Q2 | $5.56M | Sell |
42,792
-2,415
| -5% | -$314K | 1.66% | 11 |
|
|
2019
Q1 | $5.24M | Sell |
45,207
-661
| -1% | -$76.6K | 1.63% | 11 |
|
|
2018
Q4 | $4.75M | Sell |
45,868
-5,404
| -11% | -$560K | 1.6% | 11 |
|
|
2018
Q3 | $4.83M | Buy |
51,272
+938
| +2% | +$88.3K | 1.43% | 13 |
|
|
2018
Q2 | $5.31M | Buy |
50,334
+14,882
| +42% | +$1.57M | 1.71% | 10 |
|
|
2018
Q1 | $3.5M | Buy |
35,452
+35,318
| +26,357% | +$3.49M | 1.13% | 17 |
|
|
2017
Q4 | $3K | Buy |
+134
| New | +$3K | ﹤0.01% | 447 |
|