Pathstone Family Office’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $573K | Sell |
39,647
-28,734
| -42% | -$415K | ﹤0.01% | 967 |
|
|
2023
Q2 | $1.03M | Buy |
68,381
+5,429
| +9% | +$81.7K | 0.01% | 477 |
|
|
2023
Q1 | $948K | Sell |
62,952
-84,444
| -57% | -$1.27M | 0.02% | 461 |
|
|
2022
Q4 | $2.83M | Buy |
147,396
+19,090
| +15% | +$366K | 0.02% | 409 |
|
|
2022
Q3 | $2.38M | Buy |
128,306
+111,808
| +678% | +$2.08M | 0.02% | 380 |
|
|
2022
Q2 | $390K | Buy |
16,498
+6,039
| +58% | +$143K | 0.01% | 681 |
|
|
2022
Q1 | $306K | Buy |
+10,459
| New | +$306K | 0.01% | 742 |
|