Harbor Investment Advisory’s JBG SMITH JBGS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1346
2023
Q4
Sell
-358
Closed -$5.18K 1185
2023
Q3
$5.18K Buy
358
+5
+1% +$72 ﹤0.01% 909
2023
Q2
$5.31K Buy
353
+5
+1% +$75 ﹤0.01% 1119
2023
Q1
$5.24K Buy
348
+4
+1% +$60 ﹤0.01% 1125
2022
Q4
$6.52K Buy
344
+4
+1% +$76 ﹤0.01% 1075
2022
Q3
$6K Buy
340
+4
+1% +$71 ﹤0.01% 1110
2022
Q2
$8K Buy
336
+3
+0.9% +$71 ﹤0.01% 1058
2022
Q1
$10K Buy
333
+2
+0.6% +$60 ﹤0.01% 1050
2021
Q4
$10K Buy
+331
New +$10K ﹤0.01% 1051