Wealthspire Advisors (Maryland)’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,484
| Closed | -$411K | – | 462 |
|
|
2019
Q4 | $411K | Buy |
6,484
+40
| +0.6% | +$2.54K | 0.03% | 308 |
|
|
2019
Q3 | $368K | Sell |
6,444
-92
| -1% | -$5.25K | 0.03% | 309 |
|
|
2019
Q2 | $425K | Sell |
6,536
-424
| -6% | -$27.6K | 0.03% | 281 |
|
|
2019
Q1 | $403K | Sell |
6,960
-4,834
| -41% | -$280K | 0.03% | 291 |
|
|
2018
Q4 | $611K | Sell |
11,794
-178
| -1% | -$9.22K | 0.05% | 186 |
|
|
2018
Q3 | $563K | Sell |
11,972
-4,660
| -28% | -$219K | 0.05% | 227 |
|
|
2018
Q2 | $873K | Sell |
16,632
-40
| -0.2% | -$2.1K | 0.08% | 143 |
|
|
2018
Q1 | $823K | Sell |
16,672
-268
| -2% | -$13.2K | 0.08% | 157 |
|
|
2017
Q4 | $861K | Buy |
16,940
+7,152
| +73% | +$364K | 0.08% | 152 |
|
|
2017
Q3 | $472K | Sell |
9,788
-232
| -2% | -$11.2K | 0.05% | 248 |
|
|
2017
Q2 | $436K | Buy |
10,020
+3,440
| +52% | +$150K | 0.05% | 254 |
|
|
2017
Q1 | $247K | Buy |
6,580
+152
| +2% | +$5.71K | 0.04% | 333 |
|
|
2016
Q4 | $195K | Sell |
6,428
-2,240
| -26% | -$68K | 0.03% | 377 |
|
|
2016
Q3 | $312K | Buy |
8,668
+3,100
| +56% | +$112K | 0.05% | 263 |
|
|
2016
Q2 | $185K | Buy |
5,568
+960
| +21% | +$31.9K | 0.03% | 387 |
|
|
2016
Q1 | $142K | Hold |
4,608
| – | – | 0.03% | 436 |
|
|
2015
Q4 | $142K | Buy |
+4,608
| New | +$142K | 0.03% | 448 |
|