Montag & Associates’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-169
| Closed | -$11.3K | – | 990 |
|
|
2023
Q4 | $11.3K | Hold |
169
| – | – | ﹤0.01% | 760 |
|
|
2023
Q3 | $9.97K | Buy |
169
+28
| +20% | +$1.65K | ﹤0.01% | 740 |
|
|
2023
Q2 | $9.83K | Buy |
141
+33
| +31% | +$2.3K | ﹤0.01% | 753 |
|
|
2023
Q1 | $7.2K | Hold |
108
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $7.39K | Buy |
+108
| New | +$7.39K | ﹤0.01% | 775 |
|
|
2018
Q3 | – | Sell |
-12,690
| Closed | -$666K | – | 327 |
|
|
2018
Q2 | $666K | Hold |
12,690
| – | – | 0.07% | 193 |
|
|
2018
Q1 | $627K | Hold |
12,690
| – | – | 0.06% | 204 |
|
|
2017
Q4 | $645K | Buy |
+12,690
| New | +$645K | 0.06% | 201 |
|