AWM
JBGS
Avior Wealth Management’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-332
| Closed | -$5.1K | – | 1560 |
|
|
2024
Q4 | $5.1K | Hold |
332
| – | – | ﹤0.01% | 1848 |
|
|
2024
Q3 | $5.8K | Hold |
332
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q2 | $5.06K | Sell |
332
-207
| -38% | -$3.15K | ﹤0.01% | 1716 |
|
|
2024
Q1 | $8.65K | Buy |
+539
| New | +$8.65K | ﹤0.01% | 1915 |
|
|
2021
Q2 | – | Sell |
-57
| Closed | -$1K | – | 1094 |
|
|
2021
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 954 |
|
|
2020
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 922 |
|
|
2020
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 876 |
|
|
2020
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 850 |
|
|
2020
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $2K | Hold |
57
| – | – | ﹤0.01% | 720 |
|
|
2019
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 682 |
|
|
2019
Q2 | $2K | Hold |
57
| – | – | ﹤0.01% | 730 |
|
|
2019
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 679 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 822 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 807 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 796 |
|