EverSource Wealth Advisors’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6K | Buy |
3,273
+1,741
| +114% | +$30.1K | ﹤0.01% | 1530 |
|
|
2025
Q1 | $24.7K | Buy |
1,532
+345
| +29% | +$5.56K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $18.2K | Buy |
1,187
+157
| +15% | +$2.41K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $18K | Buy |
1,030
+33
| +3% | +$577 | ﹤0.01% | 1547 |
|
|
2024
Q2 | $16.3K | Buy |
997
+72
| +8% | +$1.18K | ﹤0.01% | 1602 |
|
|
2024
Q1 | $13.9K | Hold |
925
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q4 | $15.7K | Sell |
925
-32
| -3% | -$544 | ﹤0.01% | 1352 |
|
|
2023
Q3 | $13.8K | Sell |
957
-9
| -0.9% | -$130 | ﹤0.01% | 1266 |
|
|
2023
Q2 | $14.5K | Hold |
966
| – | – | ﹤0.01% | 1279 |
|
|
2023
Q1 | $14.5K | Buy |
966
+925
| +2,256% | +$13.9K | ﹤0.01% | 1209 |
|
|
2022
Q4 | $778 | Hold |
41
| – | – | ﹤0.01% | 2147 |
|
|
2022
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1836 |
|