ATIA
JBGS

American Trust Investment Advisors’s JBG SMITH JBGS Stock Holding History

American Trust Investment Advisors’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-134,110
Closed -$2.49M – 82
2022
Q3 		$2.49M Buy
134,110
+3,170
+2% +$58.9K 1.6% 25
2022
Q2 		$3.1M Buy
130,940
+2,120
+2% +$50.1K 1.94% 20
2022
Q1 		$3.76M Buy
128,820
+4,535
+4% +$133K 1.93% 18
2021
Q4 		$3.57M Buy
+124,285
New +$3.57M 1.78% 24