Meristem Family Wealth’s HDFC Bank HDB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,378
Closed -$320K 407
2021
Q3
$320K Buy
4,378
+660
+18% +$48.2K 0.03% 304
2021
Q2
$272K Sell
3,718
-600
-14% -$43.9K 0.04% 269
2021
Q1
$335K Sell
4,318
-866
-17% -$67.2K 0.07% 171
2020
Q4
$375K Buy
5,184
+704
+16% +$50.9K 0.08% 149
2020
Q3
$224K Hold
4,480
0.06% 169
2020
Q2
$204K Buy
+4,480
New +$204K 0.06% 179