RWM
RBA Wealth Management’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,858
| Closed | -$298K | – | 95 |
|
|
2022
Q1 | $298K | Sell |
4,858
-30
| -0.6% | -$1.84K | 0.14% | 82 |
|
|
2021
Q4 | $318K | Sell |
4,888
-131
| -3% | -$8.52K | 0.15% | 86 |
|
|
2021
Q3 | $367K | Sell |
5,019
-12,402
| -71% | -$907K | 0.89% | 15 |
|
|
2021
Q2 | $1.27M | Sell |
17,421
-317
| -2% | -$23.2K | 2.71% | 15 |
|
|
2021
Q1 | $1.38M | Sell |
17,738
-1,349
| -7% | -$105K | 1.17% | 34 |
|
|
2020
Q4 | $1.38M | Sell |
19,087
-2,182
| -10% | -$158K | 0.83% | 52 |
|
|
2020
Q3 | $1.06M | Sell |
21,269
-3,539
| -14% | -$177K | 0.72% | 55 |
|
|
2020
Q2 | $1.13M | Sell |
24,808
-12,282
| -33% | -$558K | 0.82% | 48 |
|
|
2020
Q1 | $1.43M | Sell |
37,090
-6,264
| -14% | -$241K | 1.23% | 34 |
|
|
2019
Q4 | $2.74M | Sell |
43,354
-1,820
| -4% | -$115K | 1.87% | 23 |
|
|
2019
Q3 | $2.58M | Buy |
45,174
+20,371
| +82% | +$1.16M | 1.97% | 21 |
|
|
2019
Q2 | $3.23M | Sell |
24,803
-3,009
| -11% | -$391K | 2.49% | 5 |
|
|
2019
Q1 | $3.14M | Buy |
+27,812
| New | +$3.14M | 2.45% | 8 |
|