OWP
Obermeyer Wealth Partners’s JD.com JD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-176,805
| Closed | -$14.1M | – | 221 |
|
2021
Q2 | $14.1M | Buy |
176,805
+4,025
| +2% | +$321K | 0.79% | 36 |
|
2021
Q1 | $14.6M | Buy |
172,780
+6,039
| +4% | +$509K | 0.9% | 34 |
|
2020
Q4 | $14.7M | Sell |
166,741
-983
| -0.6% | -$86.4K | 0.97% | 35 |
|
2020
Q3 | $13M | Buy |
+167,724
| New | +$13M | 0.97% | 33 |
|