Geneos Wealth Management’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-123
| Closed | -$5K | – | 2511 |
|
|
2019
Q1 | $5K | Hold |
123
| – | – | ﹤0.01% | 2038 |
|
|
2018
Q4 | $4K | Hold |
123
| – | – | ﹤0.01% | 2048 |
|
|
2018
Q3 | $4K | Hold |
123
| – | – | ﹤0.01% | 2114 |
|
|
2018
Q2 | $4K | Hold |
123
| – | – | ﹤0.01% | 1976 |
|
|
2018
Q1 | $4K | Hold |
123
| – | – | ﹤0.01% | 1901 |
|
|
2017
Q4 | $4K | Hold |
123
| – | – | ﹤0.01% | 1875 |
|
|
2017
Q3 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 1822 |
|