KWM
Kingsview Wealth Management’s JD.com JD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-2,727
| Closed | -$211K | – | 881 |
|
2021
Q2 | $211K | Sell |
2,727
-22
| -0.8% | -$1.7K | 0.01% | 809 |
|
2021
Q1 | $232K | Sell |
2,749
-3,505
| -56% | -$296K | 0.01% | 723 |
|
2020
Q4 | $550K | Sell |
6,254
-364
| -6% | -$32K | 0.04% | 427 |
|
2020
Q3 | $514K | Sell |
6,618
-192
| -3% | -$14.9K | 0.05% | 359 |
|
2020
Q2 | $410K | Buy |
+6,810
| New | +$410K | 0.04% | 374 |
|