BFC
JBGS
Bedel Financial Consulting’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$30K | – | 1039 |
|
|
2021
Q3 | $30K | Hold |
1,000
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 465 |
|
|
2021
Q1 | $32K | Buy |
+1,000
| New | +$32K | 0.01% | 440 |
|
|
2019
Q1 | – | Sell |
-1,811
| Closed | -$63K | – | 711 |
|
|
2018
Q4 | $63K | Hold |
1,811
| – | – | 0.05% | 227 |
|
|
2018
Q3 | $66K | Buy |
+1,811
| New | +$66K | 0.04% | 244 |
|