Berman Capital 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
Q3 | $4K | Buy |
141
+4
| +3% | +$113 | ﹤0.01% | 1491 |
|
|
2021
Q2 | $3K | Buy |
137
+13
| +10% | +$285 | ﹤0.01% | 1496 |
|
|
2021
Q1 | $3K | Buy |
124
+52
| +72% | +$1.26K | ﹤0.01% | 1421 |
|
|
2020
Q4 | $2K | Buy |
72
+29
| +67% | +$806 | ﹤0.01% | 1411 |
|
|
2020
Q3 | $1K | Sell |
43
-186
| -81% | -$4.33K | ﹤0.01% | 1463 |
|
|
2020
Q2 | $6K | Buy |
229
+223
| +3,717% | +$5.84K | ﹤0.01% | 938 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1505 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1528 |
|
|
2019
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1404 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1192 |
|