CWM
Circle Wealth Management’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-23,246
| Closed | -$905K | – | 101 |
|
|
2018
Q2 | $905K | Buy |
23,246
+9,735
| +72% | +$379K | 0.31% | 34 |
|
|
2018
Q1 | $547K | Buy |
13,511
+2,811
| +26% | +$114K | 0.2% | 46 |
|
|
2017
Q4 | $443K | Buy |
10,700
+3,700
| +53% | +$153K | 0.17% | 57 |
|
|
2017
Q3 | $267K | Buy |
+7,000
| New | +$267K | 0.11% | 73 |
|