LWAM
Legacy Wealth Asset Management’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,741
| Closed | -$1.3M | – | 346 |
|
|
2023
Q3 | $1.3M | Buy |
44,741
+83
| +0.2% | +$2.42K | 0.48% | 61 |
|
|
2023
Q2 | $1.52M | Buy |
44,658
+1,222
| +3% | +$41.7K | 0.53% | 46 |
|
|
2023
Q1 | $1.91M | Buy |
43,436
+7,407
| +21% | +$325K | 0.69% | 27 |
|
|
2022
Q4 | $2.02M | Buy |
36,029
+4,646
| +15% | +$261K | 0.77% | 18 |
|
|
2022
Q3 | $1.58M | Buy |
31,383
+14,279
| +83% | +$718K | 0.69% | 25 |
|
|
2022
Q2 | $1.1M | Buy |
17,104
+1,430
| +9% | +$91.8K | 0.45% | 60 |
|
|
2022
Q1 | $907K | Buy |
15,674
+1,196
| +8% | +$69.2K | 0.32% | 123 |
|
|
2021
Q4 | $1.01M | Sell |
14,478
-1,985
| -12% | -$139K | 0.34% | 105 |
|
|
2021
Q3 | $1.19M | Sell |
16,463
-465
| -3% | -$33.6K | 0.54% | 39 |
|
|
2021
Q2 | $1.35M | Sell |
16,928
-1,516
| -8% | -$121K | 0.6% | 24 |
|
|
2021
Q1 | $1.56M | Sell |
18,444
-17
| -0.1% | -$1.43K | 0.72% | 17 |
|
|
2020
Q4 | $1.62M | Buy |
+18,461
| New | +$1.62M | 0.82% | 15 |
|