New Potomac Partners’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-885
| Closed | -$24K | – | 94 |
|
2020
Q3 | $24K | Hold |
885
| – | – | 0.02% | 101 |
|
2020
Q2 | $26K | Hold |
885
| – | – | 0.02% | 103 |
|
2020
Q1 | $28K | Buy |
+885
| New | +$28K | 0.03% | 101 |
|
2019
Q4 | – | Sell |
-885
| Closed | -$35K | – | 138 |
|
2019
Q3 | $35K | Hold |
885
| – | – | 0.04% | 104 |
|
2019
Q2 | $35K | Hold |
885
| – | – | 0.04% | 105 |
|
2019
Q1 | $37K | Hold |
885
| – | – | 0.04% | 104 |
|
2018
Q4 | $31K | Hold |
885
| – | – | 0.03% | 113 |
|
2018
Q3 | $33K | Hold |
885
| – | – | 0.03% | 111 |
|
2018
Q2 | $32K | Buy |
+885
| New | +$32K | 0.03% | 111 |
|