Kore Private Wealth’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,284
| Closed | -$37K | – | 689 |
|
|
2020
Q2 | $37K | Buy |
1,284
+1,024
| +394% | +$29.5K | 0.01% | 523 |
|
|
2020
Q1 | $8K | Buy |
260
+1
| +0.4% | +$31 | ﹤0.01% | 724 |
|
|
2019
Q4 | $10K | Buy |
+259
| New | +$10K | ﹤0.01% | 745 |
|
|
2019
Q2 | – | Sell |
-259
| Closed | -$11K | – | 524 |
|
|
2019
Q1 | $11K | Hold |
259
| – | – | ﹤0.01% | 616 |
|
|
2018
Q4 | $9K | Buy |
+259
| New | +$9K | ﹤0.01% | 579 |
|