Carson Wealth (CWM LLC)’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
784
+71
| +10% | +$1.27K | ﹤0.01% | 4114 |
|
|
2025
Q1 | $11K | Buy |
713
+40
| +6% | +$617 | ﹤0.01% | 4052 |
|
|
2024
Q4 | $10K | Sell |
673
-329
| -33% | -$4.89K | ﹤0.01% | 3865 |
|
|
2024
Q3 | $18K | Buy |
1,002
+129
| +15% | +$2.32K | ﹤0.01% | 3431 |
|
|
2024
Q2 | $13K | Buy |
873
+65
| +8% | +$968 | ﹤0.01% | 3387 |
|
|
2024
Q1 | $13K | Sell |
808
-253
| -24% | -$4.07K | ﹤0.01% | 3181 |
|
|
2023
Q4 | $18K | Sell |
1,061
-369
| -26% | -$6.26K | ﹤0.01% | 2833 |
|
|
2023
Q3 | $21K | Hold |
1,430
| – | – | ﹤0.01% | 2655 |
|
|
2023
Q2 | $22K | Sell |
1,430
-930
| -39% | -$14.3K | ﹤0.01% | 2575 |
|
|
2023
Q1 | $36K | Buy |
2,360
+1,048
| +80% | +$16K | ﹤0.01% | 2090 |
|
|
2022
Q4 | $25K | Buy |
1,312
+848
| +183% | +$16.2K | ﹤0.01% | 2202 |
|
|
2022
Q3 | $9K | Buy |
464
+344
| +287% | +$6.67K | ﹤0.01% | 2751 |
|
|
2022
Q2 | $3K | Buy |
120
+20
| +20% | +$500 | ﹤0.01% | 3197 |
|
|
2022
Q1 | $3K | Buy |
100
+54
| +117% | +$1.62K | ﹤0.01% | 3030 |
|
|
2021
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 3301 |
|
|
2017
Q4 | – | Sell |
-45
| Closed | -$2K | – | 1513 |
|
|
2017
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1291 |
|