IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Hold |
0
| – | -$7.27K | – | 4987 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3110 |
|
|
2023
Q3 | – | Sell |
-47
| Closed | -$707 | – | 3443 |
|
|
2023
Q2 | $707 | Hold |
47
| – | – | ﹤0.01% | 3143 |
|
|
2023
Q1 | $1.72K | Sell |
47
-70
| -60% | -$1.24K | ﹤0.01% | 2944 |
|
|
2022
Q4 | $5K | Sell |
117
-41
| -26% | -$792 | ﹤0.01% | 3784 |
|
|
2022
Q3 | $7K | Hold |
158
| – | – | ﹤0.01% | 3859 |
|
|
2022
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 3695 |
|
|
2022
Q1 | $6K | Buy |
+158
| New | +$4.45K | ﹤0.01% | 3695 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$1K | – | 3426 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 3048 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 3764 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3685 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 3539 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 3417 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 3272 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3251 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 3248 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | +$78 | ﹤0.01% | 3380 |
|
|
2019
Q1 | $0 | Sell |
2
-18
| -90% | -$706 | ﹤0.01% | 2896 |
|
|
2018
Q4 | $1K | Buy |
20
+18
| +900% | +$677 | ﹤0.01% | 3323 |
|
|
2018
Q3 | $0 | Sell |
2
-34
| -94% | -$1.25K | ﹤0.01% | 3922 |
|
|
2018
Q2 | $1K | Buy |
36
+14
| +64% | +$507 | ﹤0.01% | 3735 |
|
|
2018
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 3639 |
|
|
2017
Q4 | $1K | Buy |
+22
| New | +$726 | ﹤0.01% | 3690 |
|
Other funds holding JBGS
LPC
PMG
