Transamerica Financial Advisors’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 346 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 424 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | -$1K | – | 330 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 479 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | -$1K | – | 293 |
|
|
2018
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $1K | Sell |
2
-3
| -60% | -$1.5K | ﹤0.01% | 448 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 416 |
|
|
2018
Q1 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 396 |
|
|
2017
Q4 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 375 |
|
|
2017
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 370 |
|