Spire Wealth Management’s JBG SMITH JBGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.45K	Sell	305 -495	-62%	-$7.89K	﹤0.01%	1866
2025 Q4	$13.6K	Sell	800 -2,600	-76%	-$49.1K	﹤0.01%	1621
2025 Q3	$75.7K	Sell	3,400 -186	-5%	-$3.83K	﹤0.01%	1100
2025 Q2	$62K	Sell	3,586 -288	-7%	-$4.69K	﹤0.01%	1128
2025 Q1	$62.4K	Sell	3,874 -72	-2%	-$1.09K	﹤0.01%	1203
2024 Q4	$60.6K	Sell	3,946 -780	-17%	-$13.1K	﹤0.01%	1211
2024 Q3	$82.6K	Hold	4,726	–	–	﹤0.01%	970
2024 Q2	$72K	Buy	4,726 +1,545	+49%	+$22.9K	﹤0.01%	995
2024 Q1	$51.1K	Sell	3,181 -486	-13%	-$8.1K	﹤0.01%	1207
2023 Q4	$61.3K	Sell	3,667 -275	-7%	-$4K	﹤0.01%	1138
2023 Q3	$57K	Hold	3,942	–	–	﹤0.01%	1127
2023 Q2	$59.3K	Buy	3,942 +186	+5%	+$2.71K	﹤0.01%	1134
2023 Q1	$56.6K	Buy	3,756 +2,412	+179%	+$42.8K	﹤0.01%	1149
2022 Q4	$26K	Buy	1,344 +170	+14%	+$3.28K	﹤0.01%	1258
2022 Q3	$22K	Sell	1,174 -7,941	-87%	-$182K	﹤0.01%	1294
2022 Q2	$215K	Buy	+9,115	New	+$236K	0.01%	741
2022 Q1	–	Sell	-6,737	Closed	-$193K	–	2703
2021 Q4	$193K	Buy	+6,737	New	+$197K	﹤0.01%	1107
2021 Q2	–	Sell	-6,002	Closed	-$193K	–	2781
2021 Q1	$193K	Buy	+6,002	New	+$190K	0.01%	1085