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Independent Solutions Wealth Management’s JD.com JD Stock Holding History

Independent Solutions Wealth Management’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,799
Closed -$236K – 210
2021
Q1 		$236K Buy
2,799
+203
+8% +$18.6K 0.06% 176
2020
Q4 		$228K Buy
+2,596
New +$217K 0.07% 171

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Mitsubishi UFJ Trust & Banking
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Independent Solutions Wealth Management's JD Position: Q2 2021 in Review

Independent Solutions Wealth Management sold out of JD.com (JD) in Q2 2021, closing a stake of 2,799 shares — an estimated $236K sold.

Independent Solutions Wealth Management first reported a position in JD in Q4 2020 and held it in 2 quarters. The position peaked at $236K in Q1 2021. 727 funds tracked by Wall St. Rank hold JD as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining JD.com position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,799 JD.com shares in Q2 2021, an estimated $236K.
  • Independent Solutions Wealth Management first reported a position in JD.com in Q4 2020 and held it in 2 quarters.
  • Independent Solutions Wealth Management's JD.com position peaked at $236K in Q1 2021.
  • 727 funds tracked by Wall St. Rank held JD.com as of Q2 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2021, filed 19 Dec 2024.