WFG Advisors’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-52
| Closed | -$2K | – | 1593 |
|
|
2017
Q1 | $2K | Sell |
52
-44
| -46% | -$1.69K | ﹤0.01% | 1337 |
|
|
2016
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 1349 |
|
|
2016
Q3 | $3K | Sell |
96
-96
| -50% | -$3K | ﹤0.01% | 1344 |
|
|
2016
Q2 | $6K | Sell |
192
-96
| -33% | -$3K | ﹤0.01% | 1204 |
|
|
2016
Q1 | $9K | Sell |
288
-112
| -28% | -$3.5K | ﹤0.01% | 1072 |
|
|
2015
Q4 | $12K | Hold |
400
| – | – | ﹤0.01% | 1027 |
|
|
2015
Q3 | $12K | Sell |
400
-300
| -43% | -$9K | ﹤0.01% | 1044 |
|
|
2015
Q2 | $21K | Hold |
700
| – | – | 0.01% | 959 |
|
|
2015
Q1 | $21K | Sell |
700
-120
| -15% | -$3.6K | 0.01% | 968 |
|
|
2014
Q4 | $21K | Buy |
820
+20
| +3% | +$512 | ﹤0.01% | 1198 |
|
|
2014
Q3 | $19K | Hold |
800
| – | – | ﹤0.01% | 1284 |
|
|
2014
Q2 | $19K | Hold |
800
| – | – | ﹤0.01% | 1291 |
|
|
2014
Q1 | $16K | Hold |
800
| – | – | ﹤0.01% | 1323 |
|
|
2013
Q4 | $14K | Sell |
800
-500
| -38% | -$8.75K | ﹤0.01% | 1477 |
|
|
2013
Q3 | $20K | Sell |
1,300
-700
| -35% | -$10.8K | ﹤0.01% | 1276 |
|
|
2013
Q2 | $36K | Buy |
+2,000
| New | +$36K | 0.01% | 1008 |
|