Carson Wealth (CWM LLC)’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Buy |
2,745
+32
| +1% | +$1.05K | ﹤0.01% | 2811 |
|
|
2025
Q1 | $112K | Sell |
2,713
-15
| -0.5% | -$619 | ﹤0.01% | 2343 |
|
|
2024
Q4 | $95K | Sell |
2,728
-207
| -7% | -$7.21K | ﹤0.01% | 2309 |
|
|
2024
Q3 | $117K | Hold |
2,935
| – | – | ﹤0.01% | 2106 |
|
|
2024
Q2 | $76K | Buy |
2,935
+270
| +10% | +$6.99K | ﹤0.01% | 2173 |
|
|
2024
Q1 | $73K | Sell |
2,665
-287
| -10% | -$7.86K | ﹤0.01% | 2065 |
|
|
2023
Q4 | $85K | Buy |
2,952
+1,208
| +69% | +$34.8K | ﹤0.01% | 1854 |
|
|
2023
Q3 | $51K | Sell |
1,744
-563
| -24% | -$16.5K | ﹤0.01% | 2040 |
|
|
2023
Q2 | $79K | Buy |
2,307
+840
| +57% | +$28.8K | ﹤0.01% | 1693 |
|
|
2023
Q1 | $64K | Sell |
1,467
-268
| -15% | -$11.7K | ﹤0.01% | 1732 |
|
|
2022
Q4 | $97K | Buy |
1,735
+53
| +3% | +$2.96K | ﹤0.01% | 1392 |
|
|
2022
Q3 | $85K | Sell |
1,682
-11
| -0.6% | -$556 | ﹤0.01% | 1405 |
|
|
2022
Q2 | $109K | Sell |
1,693
-34
| -2% | -$2.19K | ﹤0.01% | 1279 |
|
|
2022
Q1 | $100K | Buy |
1,727
+187
| +12% | +$10.8K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $108K | Buy |
+1,540
| New | +$108K | ﹤0.01% | 1262 |
|
|
2021
Q2 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2021
Q1 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q4 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q3 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q2 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q1 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q4 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q3 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q2 | $104K | Hold |
1,302
| – | – | ﹤0.01% | 1119 |
|
|
2019
Q1 | $104K | Buy |
+1,302
| New | +$104K | ﹤0.01% | 1119 |
|
|
2018
Q4 | – | Sell |
-490
| Closed | -$13K | – | 2170 |
|
|
2018
Q3 | $13K | Sell |
490
-575
| -54% | -$15.3K | ﹤0.01% | 1081 |
|
|
2018
Q2 | $41K | Hold |
1,065
| – | – | ﹤0.01% | 672 |
|
|
2018
Q1 | $43K | Buy |
1,065
+385
| +57% | +$15.5K | ﹤0.01% | 578 |
|
|
2017
Q4 | $28K | Buy |
680
+390
| +134% | +$16.1K | ﹤0.01% | 637 |
|
|
2017
Q3 | $11K | Hold |
290
| – | – | ﹤0.01% | 861 |
|
|
2017
Q2 | $11K | Hold |
290
| – | – | ﹤0.01% | 759 |
|
|
2017
Q1 | $9K | Hold |
290
| – | – | ﹤0.01% | 774 |
|
|
2016
Q4 | $7K | Hold |
290
| – | – | ﹤0.01% | 792 |
|
|
2016
Q3 | $8K | Hold |
290
| – | – | ﹤0.01% | 742 |
|
|
2016
Q2 | $6K | Buy |
290
+100
| +53% | +$2.07K | ﹤0.01% | 605 |
|
|
2016
Q1 | $5K | Buy |
+190
| New | +$5K | ﹤0.01% | 594 |
|