Rothschild Investment LLC’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87K | Buy |
455
+20
| +5% | +$346 | ﹤0.01% | 1305 |
|
|
2025
Q1 | $7.01K | Buy |
435
+185
| +74% | +$2.98K | ﹤0.01% | 1288 |
|
|
2024
Q4 | $3.84K | Sell |
250
-30
| -11% | -$461 | ﹤0.01% | 1449 |
|
|
2024
Q3 | $4.89K | Buy |
280
+90
| +47% | +$1.57K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $2.89K | Buy |
190
+30
| +19% | +$457 | ﹤0.01% | 1293 |
|
|
2024
Q1 | $2.57K | Buy |
160
+10
| +7% | +$161 | ﹤0.01% | 1188 |
|
|
2023
Q4 | $2.55K | Buy |
+150
| New | +$2.55K | ﹤0.01% | 1131 |
|