Oppenheimer Asset 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 | – | Sell |
-3,905
| Closed | -$124K | – | 1263 |
|
2020
Q1 | $124K | Buy |
3,905
+20
| +0.5% | +$635 | ﹤0.01% | 1068 |
|
2019
Q4 | $155K | Buy |
3,885
+3
| +0.1% | +$120 | ﹤0.01% | 1106 |
|
2019
Q3 | $152K | Buy |
3,882
+29
| +0.8% | +$1.14K | ﹤0.01% | 1098 |
|
2019
Q2 | $152K | Buy |
3,853
+213
| +6% | +$8.4K | ﹤0.01% | 1117 |
|
2019
Q1 | $151K | Buy |
3,640
+223
| +7% | +$9.25K | ﹤0.01% | 1108 |
|
2018
Q4 | $119K | Buy |
+3,417
| New | +$119K | ﹤0.01% | 1146 |
|
2017
Q4 | – | Sell |
-404
| Closed | -$14K | – | 1273 |
|
2017
Q3 | $14K | Buy |
+404
| New | +$14K | ﹤0.01% | 1509 |
|