Heritage Wealth Advisors’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-150
| Closed | -$2.85K | – | 584 |
|
|
2022
Q4 | $2.85K | Hold |
150
| – | – | ﹤0.01% | 497 |
|
|
2022
Q3 | $2.79K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2022
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 481 |
|
|
2021
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 493 |
|
|
2021
Q3 | $4.44K | Hold |
150
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $4.73K | Sell |
150
-400
| -73% | -$12.6K | ﹤0.01% | 485 |
|
|
2021
Q1 | $17.5K | Buy |
550
+400
| +267% | +$12.7K | ﹤0.01% | 432 |
|
|
2020
Q4 | $5K | Sell |
150
-80
| -35% | -$2.67K | ﹤0.01% | 488 |
|
|
2020
Q3 | $6.15K | Hold |
230
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $6.8K | Hold |
230
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $7.32K | Hold |
230
| – | – | ﹤0.01% | 387 |
|
|
2019
Q4 | $9.18K | Hold |
230
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $9K | Buy |
230
+150
| +188% | +$5.87K | ﹤0.01% | 397 |
|
|
2019
Q2 | $3.15K | Hold |
80
| – | – | ﹤0.01% | 429 |
|
|
2019
Q1 | $3.31K | Hold |
80
| – | – | ﹤0.01% | 396 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 361 |
|
|
2018
Q3 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 356 |
|