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