LA
Legacy Advisors’s JD.com JD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-152
| Closed | -$1.5M | – | 215 |
|
2025
Q1 | $1.5M | Buy |
+152
| New | +$1.5M | 0.15% | 111 |
|
2023
Q2 | – | Sell |
-4,682
| Closed | -$205K | – | 269 |
|
2023
Q1 | $205K | Hold |
4,682
| – | – | 0.04% | 237 |
|
2022
Q4 | $263K | Hold |
4,682
| – | – | 0.05% | 201 |
|
2022
Q3 | $236K | Hold |
4,682
| – | – | 0.05% | 197 |
|
2022
Q2 | $301K | Hold |
4,682
| – | – | 0.06% | 171 |
|
2022
Q1 | $271K | Hold |
4,682
| – | – | 0.05% | 175 |
|
2021
Q4 | $328K | Hold |
4,682
| – | – | 0.12% | 89 |
|
2021
Q3 | $338K | Hold |
4,682
| – | – | 0.14% | 89 |
|
2021
Q2 | $374K | Hold |
4,682
| – | – | 0.15% | 80 |
|
2021
Q1 | $395K | Hold |
4,682
| – | – | 0.17% | 78 |
|
2020
Q4 | $412K | Hold |
4,682
| – | – | 0.23% | 68 |
|
2020
Q3 | $363K | Buy |
4,682
+520
| +12% | +$40.3K | 0.24% | 69 |
|
2020
Q2 | $250K | Buy |
+4,162
| New | +$250K | 0.2% | 84 |
|
2019
Q3 | – | Sell |
-4,162
| Closed | -$126K | – | 220 |
|
2019
Q2 | $126K | Hold |
4,162
| – | – | 0.09% | 145 |
|
2019
Q1 | $125K | Buy |
+4,162
| New | +$125K | 0.04% | 138 |
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$91K | – | 252 |
|
2018
Q3 | $91K | Buy |
3,500
+500
| +17% | +$13K | 0.04% | 187 |
|
2018
Q2 | $117K | Buy |
3,000
+2,000
| +200% | +$78K | 0.09% | 122 |
|
2018
Q1 | $40K | Buy |
+1,000
| New | +$40K | 0.03% | 174 |
|