Prestige Wealth Management Group’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75
| Closed | -$1.13K | – | 1069 |
|
|
2023
Q1 | $1.13K | Sell |
75
-175
| -70% | -$2.64K | ﹤0.01% | 870 |
|
|
2022
Q4 | $4.8K | Buy |
+250
| New | +$4.8K | ﹤0.01% | 619 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | – | – | 916 |
|
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 961 |
|
|
2019
Q1 | – | Sell |
-176
| Closed | -$6K | – | 821 |
|
|
2018
Q4 | $6K | Buy |
+176
| New | +$6K | ﹤0.01% | 546 |
|