Everett Harris & Co’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,275
| Closed | -$305K | – | 258 |
|
|
2023
Q1 | $305K | Sell |
20,275
-1,700
| -8% | -$25.6K | ﹤0.01% | 212 |
|
|
2022
Q4 | $417K | Sell |
21,975
-4,950
| -18% | -$93.9K | 0.01% | 187 |
|
|
2022
Q3 | $500K | Sell |
26,925
-700
| -3% | -$13K | 0.01% | 169 |
|
|
2022
Q2 | $653K | Buy |
27,625
+3,100
| +13% | +$73.3K | 0.01% | 154 |
|
|
2022
Q1 | $717K | Buy |
24,525
+17,190
| +234% | +$503K | 0.01% | 162 |
|
|
2021
Q4 | $211K | Sell |
7,335
-1,350
| -16% | -$38.8K | ﹤0.01% | 256 |
|
|
2021
Q3 | $257K | Buy |
+8,685
| New | +$257K | ﹤0.01% | 234 |
|