EverSource Wealth Advisors’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.6K | Buy |
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|
2025
Q1 | $24.7K | Buy |
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|
2024
Q4 | $18.2K | Buy |
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|
2024
Q3 | $18K | Buy |
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|
2024
Q2 | $16.3K | Buy |
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|
2024
Q1 | $13.9K | Hold |
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|
2023
Q4 | $15.7K | Sell |
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|
2023
Q3 | $13.8K | Sell |
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|
2023
Q2 | $14.5K | Hold |
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|
2023
Q1 | $14.5K | Buy |
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|
2022
Q4 | $778 | Hold |
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|
2022
Q3 | $1K | Buy |
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