LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-250
| Closed | -$14K | – | 655 |
|
|
2022
Q1 | $14K | Hold |
250
| – | – | ﹤0.01% | 534 |
|
|
2021
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $18K | Hold |
250
| – | – | ﹤0.01% | 531 |
|
|
2021
Q2 | $20K | Buy |
+250
| New | +$20K | ﹤0.01% | 540 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$22K | – | 510 |
|
|
2020
Q4 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 500 |
|
|
2018
Q4 | – | Sell |
-4,700
| Closed | -$123K | – | 711 |
|
|
2018
Q3 | $123K | Sell |
4,700
-6,625
| -58% | -$173K | ﹤0.01% | 326 |
|
|
2018
Q2 | $441K | Buy |
11,325
+500
| +5% | +$19.5K | 0.01% | 209 |
|
|
2018
Q1 | $438K | Buy |
10,825
+1,185
| +12% | +$47.9K | 0.01% | 210 |
|
|
2017
Q4 | $399K | Buy |
+9,640
| New | +$399K | 0.01% | 217 |
|