CPA
Clear Perspective Advisors’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $206K | Buy |
2,940
+10
| +0.3% | +$701 | 0.06% | 173 |
|
|
2021
Q3 | $212K | Sell |
2,930
-200
| -6% | -$14.5K | 0.07% | 157 |
|
|
2021
Q2 | $250K | Sell |
3,130
-975
| -24% | -$77.9K | 0.09% | 146 |
|
|
2021
Q1 | $346K | Sell |
4,105
-75
| -2% | -$6.32K | 0.14% | 112 |
|
|
2020
Q4 | $367K | Sell |
4,180
-175
| -4% | -$15.4K | 0.15% | 104 |
|
|
2020
Q3 | $295 | Sell |
4,355
-250
| -5% | -$17 | 0.14% | 110 |
|
|
2020
Q2 | $277K | Sell |
4,605
-1,300
| -22% | -$78.2K | 0.15% | 102 |
|
|
2020
Q1 | $239K | Sell |
5,905
-975
| -14% | -$39.5K | 0.16% | 99 |
|
|
2019
Q4 | $242K | Buy |
+6,880
| New | +$242K | 0.15% | 123 |
|
|
2018
Q3 | – | Sell |
-1,025
| Closed | -$40K | – | 293 |
|
|
2018
Q2 | $40K | Buy |
1,025
+925
| +925% | +$36.1K | 0.03% | 274 |
|
|
2018
Q1 | $4K | Sell |
100
-5,300
| -98% | -$212K | ﹤0.01% | 413 |
|
|
2017
Q4 | $224K | Buy |
5,400
+2,400
| +80% | +$99.6K | 0.17% | 127 |
|
|
2017
Q3 | $115K | Buy |
+3,000
| New | +$115K | 0.09% | 173 |
|