Clearstead Advisors’s JD.com JD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-213
| Closed | -$8.51K | – | 2140 |
|
|
2024
Q3 | $8.51K | Hold |
213
| – | – | ﹤0.01% | 1612 |
|
|
2024
Q2 | $5.5K | Hold |
213
| – | – | ﹤0.01% | 1673 |
|
|
2024
Q1 | $7.18K | Buy |
213
+155
| +267% | +$5.23K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $1.68K | Sell |
58
-21,808
| -100% | -$630K | ﹤0.01% | 1309 |
|
|
2023
Q3 | $637K | Buy |
21,866
+10,921
| +100% | +$318K | 0.02% | 365 |
|
|
2023
Q2 | $374K | Hold |
10,945
| – | – | 0.02% | 334 |
|
|
2023
Q1 | $480K | Hold |
10,945
| – | – | 0.04% | 269 |
|
|
2022
Q4 | $614K | Hold |
10,945
| – | – | 0.05% | 223 |
|
|
2022
Q3 | $551K | Hold |
10,945
| – | – | 0.05% | 209 |
|
|
2022
Q2 | $703K | Sell |
10,945
-148
| -1% | -$9.51K | 0.05% | 208 |
|
|
2022
Q1 | $642K | Buy |
11,093
+148
| +1% | +$8.57K | 0.04% | 231 |
|
|
2021
Q4 | $767K | Hold |
10,945
| – | – | 0.05% | 206 |
|
|
2021
Q3 | $791K | Buy |
10,945
+8
| +0.1% | +$578 | 0.06% | 194 |
|
|
2021
Q2 | $873K | Hold |
10,937
| – | – | 0.07% | 178 |
|
|
2021
Q1 | $922K | Hold |
10,937
| – | – | 0.08% | 163 |
|
|
2020
Q4 | $961K | Hold |
10,937
| – | – | 0.09% | 154 |
|
|
2020
Q3 | $849K | Buy |
10,937
+37
| +0.3% | +$2.87K | 0.09% | 145 |
|
|
2020
Q2 | $656K | Buy |
10,900
+25
| +0.2% | +$1.51K | 0.08% | 160 |
|
|
2020
Q1 | $440K | Hold |
10,875
| – | – | 0.06% | 166 |
|
|
2019
Q4 | $383K | Hold |
10,875
| – | – | 0.05% | 202 |
|
|
2019
Q3 | $307K | Hold |
10,875
| – | – | 0.04% | 212 |
|
|
2019
Q2 | $329K | Buy |
+10,875
| New | +$329K | 0.04% | 206 |
|