United Capital Financial Advisors’s JBG SMITH JBGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,006	Closed	-$260K	–	1081
2022 Q3	$260K	Sell	14,006 -3,084	-18%	-$70.7K	﹤0.01%	948
2022 Q2	$404K	Sell	17,090 -980	-5%	-$25.4K	﹤0.01%	845
2022 Q1	$528K	Sell	18,070 -2,208	-11%	-$62.2K	﹤0.01%	824
2021 Q4	$582K	Sell	20,278 -16,861	-45%	-$494K	﹤0.01%	818
2021 Q3	$1.1M	Sell	37,139 -1,835	-5%	-$56.6K	0.01%	652
2021 Q2	$1.23M	Buy	38,974 +497	+1%	+$16.2K	0.01%	643
2021 Q1	$1.22M	Sell	38,477 -235	-0.6%	-$7.45K	0.01%	614
2020 Q4	$1.21M	Buy	38,712 +4,168	+12%	+$120K	0.01%	626
2020 Q3	$924K	Buy	34,544 +3,456	+11%	+$97K	0.01%	687
2020 Q2	$919K	Buy	31,088 +2,230	+8%	+$69.1K	0.01%	686
2020 Q1	$919K	Buy	28,858 +615	+2%	+$23.1K	0.01%	653
2019 Q4	$1.13M	Buy	28,243 +2,080	+8%	+$82.3K	0.01%	730
2019 Q3	$1.03M	Buy	26,163 +5,582	+27%	+$218K	0.01%	741
2019 Q2	$810K	Buy	20,581 +1,055	+5%	+$43.4K	0.01%	880
2019 Q1	$807K	Buy	19,526 +576	+3%	+$22.6K	0.01%	835
2018 Q4	$652K	Buy	18,950 +3,093	+20%	+$116K	0.01%	821
2018 Q3	$584K	Buy	15,857 +9,005	+131%	+$331K	﹤0.01%	930
2018 Q2	$250K	Buy	6,852 +20	+0.3%	+$724	﹤0.01%	1163
2018 Q1	$230K	Buy	+6,832	New	+$227K	﹤0.01%	1192