Shelton Capital Management’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,347
| Closed | -$202K | – | 846 |
|
2021
Q1 | $202K | Buy |
+6,347
| New | +$202K | 0.01% | 771 |
|
2020
Q3 | – | Sell |
-7,112
| Closed | -$210K | – | 771 |
|
2020
Q2 | $210K | Sell |
7,112
-393
| -5% | -$11.6K | 0.01% | 573 |
|
2020
Q1 | $239K | Hold |
7,505
| – | – | 0.02% | 468 |
|
2019
Q4 | $299K | Sell |
7,505
-536
| -7% | -$21.4K | 0.02% | 523 |
|
2019
Q3 | $315K | Buy |
+8,041
| New | +$315K | 0.02% | 500 |
|