Lenox Wealth Management’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Sell |
100
-41
| -29% | -$820 | ﹤0.01% | 644 |
|
|
2020
Q1 | $4K | Hold |
141
| – | – | ﹤0.01% | 521 |
|
|
2019
Q4 | $6K | Hold |
141
| – | – | ﹤0.01% | 506 |
|
|
2019
Q3 | $5K | Buy |
141
+56
| +66% | +$1.99K | ﹤0.01% | 536 |
|
|
2019
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 567 |
|
|
2019
Q1 | $4K | Buy |
85
+31
| +57% | +$1.46K | ﹤0.01% | 541 |
|
|
2018
Q4 | $5K | Sell |
54
-7
| -11% | -$648 | ﹤0.01% | 467 |
|
|
2018
Q3 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 477 |
|