Focused Wealth Management’s JD.com JD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,052
| Closed | -$88.2K | – | 544 |
|
|
2023
Q4 | $88.2K | Buy |
3,052
+2,300
| +306% | +$66.4K | 0.01% | 220 |
|
|
2023
Q3 | $21.9K | Sell |
752
-78
| -9% | -$2.27K | ﹤0.01% | 411 |
|
|
2023
Q2 | $28.3K | Buy |
830
+2
| +0.2% | +$68 | 0.01% | 370 |
|
|
2023
Q1 | $36.4K | Hold |
828
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $46.5K | Hold |
828
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $42K | Sell |
828
-1,050
| -56% | -$53.3K | 0.01% | 300 |
|
|
2022
Q2 | $121K | Buy |
1,878
+1,051
| +127% | +$67.7K | 0.02% | 168 |
|
|
2022
Q1 | $48K | Hold |
827
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $58K | Hold |
827
| – | – | 0.01% | 344 |
|
|
2021
Q3 | $60K | Hold |
827
| – | – | 0.01% | 354 |
|
|
2021
Q2 | $66K | Hold |
827
| – | – | 0.01% | 342 |
|
|
2021
Q1 | $70K | Sell |
827
-4,975
| -86% | -$421K | 0.01% | 329 |
|
|
2020
Q4 | $510K | Hold |
5,802
| – | – | 0.1% | 89 |
|
|
2020
Q3 | $450K | Sell |
5,802
-618
| -10% | -$47.9K | 0.1% | 86 |
|
|
2020
Q2 | $386K | Sell |
6,420
-58
| -0.9% | -$3.49K | 0.09% | 93 |
|
|
2020
Q1 | $262K | Sell |
6,478
-6,681
| -51% | -$270K | 0.08% | 104 |
|
|
2019
Q4 | $464K | Sell |
13,159
-3,853
| -23% | -$136K | 0.11% | 89 |
|
|
2019
Q3 | $480K | Sell |
17,012
-6,096
| -26% | -$172K | 0.13% | 80 |
|
|
2019
Q2 | $700K | Sell |
23,108
-8,893
| -28% | -$269K | 0.19% | 67 |
|
|
2019
Q1 | $965K | Buy |
32,001
+2,360
| +8% | +$71.2K | 0.29% | 53 |
|
|
2018
Q4 | $620K | Sell |
29,641
-4,561
| -13% | -$95.4K | 0.21% | 74 |
|
|
2018
Q3 | $892K | Buy |
34,202
+31,832
| +1,343% | +$830K | 0.3% | 57 |
|
|
2018
Q2 | $92K | Sell |
2,370
-13,063
| -85% | -$507K | 0.03% | 231 |
|
|
2018
Q1 | $625K | Buy |
15,433
+1,750
| +13% | +$70.9K | 0.2% | 79 |
|
|
2017
Q4 | $567K | Buy |
+13,683
| New | +$567K | 0.18% | 79 |
|