BCWM
JBGS
Bartlett & Co Wealth Management’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99K | Hold |
115
| – | – | ﹤0.01% | 1094 |
|
|
2025
Q1 | $1.85K | Hold |
115
| – | – | ﹤0.01% | 1072 |
|
|
2024
Q4 | $1.79K | Hold |
115
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q3 | $2.01K | Hold |
115
| – | – | ﹤0.01% | 1040 |
|
|
2024
Q2 | $1.75K | Hold |
115
| – | – | ﹤0.01% | 1062 |
|
|
2024
Q1 | $1.85K | Hold |
115
| – | – | ﹤0.01% | 1041 |
|
|
2023
Q4 | $2K | Hold |
115
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q3 | $1.66K | Hold |
115
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q2 | $1.73K | Hold |
115
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q1 | $1.73K | Hold |
115
| – | – | ﹤0.01% | 990 |
|
|
2022
Q4 | $2.21K | Hold |
115
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q3 | $2.14K | Hold |
115
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q2 | $2.72K | Hold |
115
| – | – | ﹤0.01% | 1137 |
|
|
2022
Q1 | $3.36K | Buy |
+115
| New | +$3.36K | ﹤0.01% | 959 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$3.41K | – | 649 |
|
|
2021
Q3 | $3.41K | Hold |
115
| – | – | ﹤0.01% | 809 |
|
|
2021
Q2 | $3.62K | Hold |
115
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $3.66K | Hold |
115
| – | – | ﹤0.01% | 821 |
|
|
2020
Q4 | $3.62K | Buy |
+115
| New | +$3.62K | ﹤0.01% | 833 |
|