Heritage Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-150	Closed	-$2.85K	–	583
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%	-$13K	﹤0.01%	485
2021 Q1	$17.5K	Buy	550 +400	+267%	+$12.7K	﹤0.01%	432
2020 Q4	$5K	Sell	150 -80	-35%	-$2.31K	﹤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%	+$5.85K	﹤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	+$2.94K	﹤0.01%	356