Live Oak Private Wealth’s JD.com JD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,616
| Closed | -$584K | – | 174 |
|
|
2022
Q3 | $584K | Buy |
11,616
+388
| +3% | +$19.5K | 0.13% | 104 |
|
|
2022
Q2 | $721K | Buy |
11,228
+981
| +10% | +$63K | 0.15% | 103 |
|
|
2022
Q1 | $593K | Buy |
10,247
+845
| +9% | +$48.9K | 0.11% | 115 |
|
|
2021
Q4 | $659K | Sell |
9,402
-346
| -4% | -$24.3K | 0.12% | 108 |
|
|
2021
Q3 | $704K | Sell |
9,748
-2,416
| -20% | -$174K | 0.14% | 106 |
|
|
2021
Q2 | $971K | Buy |
12,164
+2,082
| +21% | +$166K | 0.21% | 88 |
|
|
2021
Q1 | $850K | Buy |
10,082
+1,230
| +14% | +$104K | 0.21% | 89 |
|
|
2020
Q4 | $778K | Buy |
8,852
+487
| +6% | +$42.8K | 0.22% | 78 |
|
|
2020
Q3 | $649K | Sell |
8,365
-143
| -2% | -$11.1K | 0.22% | 78 |
|
|
2020
Q2 | $512K | Sell |
8,508
-268
| -3% | -$16.1K | 0.19% | 84 |
|
|
2020
Q1 | $355K | Buy |
8,776
+1,406
| +19% | +$56.9K | 0.36% | 48 |
|
|
2019
Q4 | $260K | Buy |
+7,370
| New | +$260K | 0.25% | 67 |
|