SWM
Selective Wealth Management’s JD.com JD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-800
| Closed | -$40K | – | 439 |
|
|
2022
Q3 | $40K | Sell |
800
-25
| -3% | -$1.25K | 0.02% | 320 |
|
|
2022
Q2 | $53K | Buy |
825
+250
| +43% | +$16.1K | 0.02% | 313 |
|
|
2022
Q1 | $33K | Buy |
575
+125
| +28% | +$7.17K | 0.01% | 376 |
|
|
2021
Q4 | $32K | Hold |
450
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $33K | Hold |
450
| – | – | 0.02% | 312 |
|
|
2021
Q2 | $36K | Hold |
450
| – | – | 0.03% | 219 |
|
|
2021
Q1 | $38K | Buy |
450
+200
| +80% | +$16.9K | 0.03% | 145 |
|
|
2020
Q4 | $22K | Buy |
250
+150
| +150% | +$13.2K | 0.01% | 176 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | 0.01% | 215 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | 0.01% | 287 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | 0.01% | 224 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
|
2019
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 265 |
|