MWM
JBGS
Minot Wealth Management’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $838K | Sell |
35,440
-15
| -0% | -$355 | 0.22% | 83 |
|
|
2022
Q1 | $1.04M | Buy |
35,455
+15
| +0% | +$438 | 0.22% | 85 |
|
|
2021
Q4 | $1.02M | Hold |
35,440
| – | – | 0.2% | 90 |
|
|
2021
Q3 | $1.05M | Hold |
35,440
| – | – | 0.23% | 86 |
|
|
2021
Q2 | $1.14M | Hold |
35,440
| – | – | 0.25% | 80 |
|
|
2021
Q1 | $1.13M | Buy |
+35,440
| New | +$1.13M | 0.29% | 85 |
|