Edge Wealth Management’s JBG SMITH JBGS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-233
| Closed | -$7K | – | 276 |
|
2021
Q4 | $7K | Hold |
233
| – | – | ﹤0.01% | 309 |
|
2021
Q3 | $7K | Hold |
233
| – | – | ﹤0.01% | 326 |
|
2021
Q2 | $7K | Hold |
233
| – | – | ﹤0.01% | 326 |
|
2021
Q1 | $7K | Hold |
233
| – | – | ﹤0.01% | 315 |
|
2020
Q4 | $7K | Hold |
233
| – | – | ﹤0.01% | 284 |
|
2020
Q3 | $6K | Hold |
233
| – | – | ﹤0.01% | 345 |
|
2020
Q2 | $7K | Hold |
233
| – | – | ﹤0.01% | 506 |
|
2020
Q1 | $7K | Hold |
233
| – | – | ﹤0.01% | 430 |
|
2019
Q4 | $9K | Hold |
233
| – | – | ﹤0.01% | 430 |
|
2019
Q3 | $9K | Hold |
233
| – | – | ﹤0.01% | 415 |
|
2019
Q2 | $9K | Hold |
233
| – | – | ﹤0.01% | 424 |
|
2019
Q1 | $10K | Hold |
233
| – | – | ﹤0.01% | 394 |
|
2018
Q4 | $8K | Hold |
233
| – | – | ﹤0.01% | 422 |
|
2018
Q3 | $9K | Hold |
233
| – | – | ﹤0.01% | 443 |
|
2018
Q2 | $8K | Hold |
233
| – | – | ﹤0.01% | 443 |
|
2018
Q1 | $8K | Hold |
233
| – | – | ﹤0.01% | 404 |
|
2017
Q4 | $8K | Hold |
233
| – | – | ﹤0.01% | 397 |
|
2017
Q3 | $8K | Buy |
+233
| New | +$8K | ﹤0.01% | 392 |
|