United Capital Financial Advisors’s JD.com JD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,550
| Closed | -$224K | – | 1208 |
|
|
2020
Q4 | $224K | Sell |
2,550
-42,521
| -94% | -$3.74M | ﹤0.01% | 1088 |
|
|
2020
Q3 | $3.5M | Sell |
45,071
-19,343
| -30% | -$1.5M | 0.02% | 398 |
|
|
2020
Q2 | $3.88M | Buy |
+64,414
| New | +$3.88M | 0.03% | 402 |
|
|
2017
Q4 | – | Sell |
-6,548
| Closed | -$250K | – | 1334 |
|
|
2017
Q3 | $250K | Buy |
6,548
+797
| +14% | +$30.4K | ﹤0.01% | 1175 |
|
|
2017
Q2 | $226K | Buy |
+5,751
| New | +$226K | ﹤0.01% | 1168 |
|
|
2016
Q1 | – | Sell |
-10,137
| Closed | -$327K | – | 1243 |
|
|
2015
Q4 | $327K | Buy |
10,137
+1,363
| +16% | +$44K | ﹤0.01% | 991 |
|
|
2015
Q3 | $229K | Buy |
+8,774
| New | +$229K | ﹤0.01% | 1125 |
|