Carmel Capital Partners’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
12,577
-14,333
| -53% | -$248K | 0.08% | 141 |
|
|
2025
Q1 | $434K | Sell |
26,910
-120
| -0.4% | -$1.93K | 0.17% | 102 |
|
|
2024
Q4 | $415K | Buy |
27,030
+830
| +3% | +$12.8K | 0.17% | 96 |
|
|
2024
Q3 | $458K | Buy |
26,200
+1,084
| +4% | +$18.9K | 0.18% | 95 |
|
|
2024
Q2 | $383K | Buy |
25,116
+2,073
| +9% | +$31.6K | 0.16% | 97 |
|
|
2024
Q1 | $370K | Buy |
23,043
+1,618
| +8% | +$26K | 0.15% | 97 |
|
|
2023
Q4 | $364K | Buy |
21,425
+4,567
| +27% | +$77.7K | 0.19% | 89 |
|
|
2023
Q3 | $244K | Buy |
16,858
+8,950
| +113% | +$129K | 0.11% | 128 |
|
|
2023
Q2 | $119K | Buy |
7,908
+1,526
| +24% | +$23K | 0.06% | 154 |
|
|
2023
Q1 | $96.1K | Buy |
+6,382
| New | +$96.1K | 0.06% | 190 |
|