Greenleaf Trust’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,448
| Closed | -$202K | – | 770 |
|
|
2023
Q2 | $202K | Buy |
+13,448
| New | +$202K | ﹤0.01% | 726 |
|
|
2021
Q4 | – | Sell |
-7,137
| Closed | -$211K | – | 770 |
|
|
2021
Q3 | $211K | Buy |
7,137
+472
| +7% | +$14K | ﹤0.01% | 684 |
|
|
2021
Q2 | $210K | Buy |
6,665
+205
| +3% | +$6.46K | ﹤0.01% | 692 |
|
|
2021
Q1 | $205K | Buy |
+6,460
| New | +$205K | ﹤0.01% | 686 |
|