FDx Advisors’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,817
| Closed | -$208K | – | 774 |
|
|
2022
Q2 | $208K | Buy |
8,817
+19
| +0.2% | +$448 | 0.01% | 766 |
|
|
2022
Q1 | $257K | Buy |
8,798
+758
| +9% | +$22.1K | 0.01% | 718 |
|
|
2021
Q4 | $231K | Buy |
8,040
+1,073
| +15% | +$30.8K | 0.01% | 791 |
|
|
2021
Q3 | $206K | Buy |
+6,967
| New | +$206K | 0.01% | 788 |
|
|
2020
Q1 | – | Sell |
-7,797
| Closed | -$311K | – | 576 |
|
|
2019
Q4 | $311K | Buy |
7,797
+650
| +9% | +$25.9K | 0.02% | 477 |
|
|
2019
Q3 | $280K | Buy |
7,147
+1,997
| +39% | +$78.2K | 0.02% | 502 |
|
|
2019
Q2 | $203K | Buy |
5,150
+159
| +3% | +$6.27K | 0.01% | 769 |
|
|
2019
Q1 | $206K | Sell |
4,991
-1,301
| -21% | -$53.7K | 0.01% | 731 |
|
|
2018
Q4 | $219K | Buy |
6,292
+291
| +5% | +$10.1K | 0.02% | 497 |
|
|
2018
Q3 | $221K | Buy |
+6,001
| New | +$221K | 0.01% | 802 |
|