SWS
SYSTM Wealth Solutions’s HDFC Bank HDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,493
| Closed | -$161K | – | 325 |
|
|
2024
Q2 | $161K | Sell |
2,493
-3,505
| -58% | -$226K | 0.04% | 206 |
|
|
2024
Q1 | $336K | Sell |
5,998
-6,920
| -54% | -$387K | 0.04% | 334 |
|
|
2023
Q4 | $867K | Sell |
12,918
-27
| -0.2% | -$1.81K | 0.12% | 215 |
|
|
2023
Q3 | $764K | Sell |
12,945
-762
| -6% | -$45K | 0.12% | 220 |
|
|
2023
Q2 | $955K | Buy |
13,707
+10,445
| +320% | +$728K | 0.13% | 211 |
|
|
2023
Q1 | $217K | Sell |
3,262
-5,560
| -63% | -$371K | 0.03% | 431 |
|
|
2022
Q4 | $603K | Buy |
+8,822
| New | +$603K | 0.08% | 304 |
|