Capital Investment Advisory Services’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,028
| Closed | -$213K | – | 838 |
|
|
2022
Q2 | $213K | Sell |
9,028
-72
| -0.8% | -$1.7K | 0.03% | 433 |
|
|
2022
Q1 | $266K | Sell |
9,100
-700
| -7% | -$20.5K | 0.03% | 410 |
|
|
2021
Q4 | $281K | Sell |
9,800
-515
| -5% | -$14.8K | 0.03% | 395 |
|
|
2021
Q3 | $305K | Sell |
10,315
-4,542
| -31% | -$134K | 0.04% | 360 |
|
|
2021
Q2 | $468K | Buy |
14,857
+207
| +1% | +$6.52K | 0.06% | 286 |
|
|
2021
Q1 | $466K | Buy |
+14,650
| New | +$466K | 0.07% | 260 |
|
|
2019
Q4 | – | Sell |
-850
| Closed | -$33K | – | 915 |
|
|
2019
Q3 | $33K | Hold |
850
| – | – | 0.01% | 663 |
|
|
2019
Q2 | $33K | Sell |
850
-350
| -29% | -$13.6K | 0.01% | 648 |
|
|
2019
Q1 | $50K | Buy |
1,200
+200
| +20% | +$8.33K | 0.02% | 484 |
|
|
2018
Q4 | $35K | Buy |
+1,000
| New | +$35K | 0.01% | 530 |
|