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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Sell |
|
|||||
|
2025
Q1 | $62.4K | Sell |
|
|||||
|
2024
Q4 | $60.6K | Sell |
|
|||||
|
2024
Q3 | $82.6K | Hold |
|
|||||
|
2024
Q2 | $72K | Buy |
|
|||||
|
2024
Q1 | $51.1K | Sell |
|
|||||
|
2023
Q4 | $61.3K | Sell |
|
|||||
|
2023
Q3 | $57K | Hold |
|
|||||
|
2023
Q2 | $59.3K | Buy |
|
|||||
|
2023
Q1 | $56.6K | Buy |
|
|||||
|
2022
Q4 | $26K | Buy |
|
|||||
|
2022
Q3 | $22K | Sell |
|
|||||
|
2022
Q2 | $215K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $193K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $193K | Buy |
|