Kelleher Financial Advisors’s JD.com JD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,428
| Closed | -$477K | – | 134 |
|
|
2022
Q2 | $477K | Sell |
7,428
-7
| -0.1% | -$450 | 0.21% | 73 |
|
|
2022
Q1 | $430K | Hold |
7,435
| – | – | 0.24% | 76 |
|
|
2021
Q4 | $520K | Hold |
7,435
| – | – | 0.28% | 67 |
|
|
2021
Q3 | $537K | Buy |
7,435
+1,500
| +25% | +$108K | 0.24% | 95 |
|
|
2021
Q2 | $473K | Sell |
5,935
-200
| -3% | -$15.9K | 0.27% | 69 |
|
|
2021
Q1 | $517K | Hold |
6,135
| – | – | 0.33% | 65 |
|
|
2020
Q4 | $539K | Sell |
6,135
-1,700
| -22% | -$149K | 0.41% | 55 |
|
|
2020
Q3 | $608K | Buy |
7,835
+200
| +3% | +$15.5K | 0.5% | 45 |
|
|
2020
Q2 | $459K | Hold |
7,635
| – | – | 0.44% | 51 |
|
|
2020
Q1 | $309K | Buy |
7,635
+1,500
| +24% | +$60.7K | 0.37% | 63 |
|
|
2019
Q4 | $216K | Buy |
+6,135
| New | +$216K | 0.22% | 86 |
|
|
2018
Q3 | – | Sell |
-5,450
| Closed | -$212K | – | 95 |
|
|
2018
Q2 | $212K | Hold |
5,450
| – | – | 0.3% | 78 |
|
|
2018
Q1 | $220K | Buy |
+5,450
| New | +$220K | 0.3% | 79 |
|