United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,006
| Closed | -$260K | – | 1081 |
|
|
2022
Q3 | $260K | Sell |
14,006
-3,084
| -18% | -$57.3K | ﹤0.01% | 948 |
|
|
2022
Q2 | $404K | Sell |
17,090
-980
| -5% | -$23.2K | ﹤0.01% | 845 |
|
|
2022
Q1 | $528K | Sell |
18,070
-2,208
| -11% | -$64.5K | ﹤0.01% | 820 |
|
|
2021
Q4 | $582K | Sell |
20,278
-16,861
| -45% | -$484K | ﹤0.01% | 817 |
|
|
2021
Q3 | $1.1M | Sell |
37,139
-1,835
| -5% | -$54.4K | 0.01% | 651 |
|
|
2021
Q2 | $1.23M | Buy |
38,974
+497
| +1% | +$15.7K | 0.01% | 641 |
|
|
2021
Q1 | $1.22M | Sell |
38,477
-235
| -0.6% | -$7.47K | 0.01% | 613 |
|
|
2020
Q4 | $1.21M | Buy |
38,712
+4,168
| +12% | +$130K | 0.01% | 623 |
|
|
2020
Q3 | $924K | Buy |
34,544
+3,456
| +11% | +$92.4K | 0.01% | 684 |
|
|
2020
Q2 | $919K | Buy |
31,088
+2,230
| +8% | +$65.9K | 0.01% | 682 |
|
|
2020
Q1 | $919K | Buy |
28,858
+615
| +2% | +$19.6K | 0.01% | 650 |
|
|
2019
Q4 | $1.13M | Buy |
28,243
+2,080
| +8% | +$83K | 0.01% | 726 |
|
|
2019
Q3 | $1.03M | Buy |
26,163
+5,582
| +27% | +$219K | 0.01% | 736 |
|
|
2019
Q2 | $810K | Buy |
20,581
+1,055
| +5% | +$41.5K | 0.01% | 874 |
|
|
2019
Q1 | $807K | Buy |
19,526
+576
| +3% | +$23.8K | 0.01% | 830 |
|
|
2018
Q4 | $652K | Buy |
18,950
+3,093
| +20% | +$106K | 0.01% | 821 |
|
|
2018
Q3 | $584K | Buy |
15,857
+9,005
| +131% | +$332K | ﹤0.01% | 930 |
|
|
2018
Q2 | $250K | Buy |
6,852
+20
| +0.3% | +$730 | ﹤0.01% | 1163 |
|
|
2018
Q1 | $230K | Buy |
+6,832
| New | +$230K | ﹤0.01% | 1192 |
|