Arkadios Wealth Advisors’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,257
| Closed | -$37K | – | 1191 |
|
2021
Q3 | $37K | Buy |
1,257
+209
| +20% | +$6.15K | 0.01% | 983 |
|
2021
Q2 | $33K | Buy |
1,048
+751
| +253% | +$23.6K | ﹤0.01% | 1086 |
|
2021
Q1 | $9K | Buy |
297
+137
| +86% | +$4.15K | ﹤0.01% | 1223 |
|
2020
Q4 | $5K | Sell |
160
-592
| -79% | -$18.5K | ﹤0.01% | 1122 |
|
2020
Q3 | $19.5K | Buy |
752
+184
| +32% | +$4.78K | 0.01% | 606 |
|
2020
Q2 | $16.6K | Buy |
+568
| New | +$16.6K | 0.01% | 579 |
|