Veritable’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,312
| Closed | -$196K | – | 900 |
|
|
2022
Q4 | $196K | Buy |
+10,312
| New | +$196K | ﹤0.01% | 824 |
|
|
2021
Q3 | – | Sell |
-6,576
| Closed | -$207K | – | 892 |
|
|
2021
Q2 | $207K | Hold |
6,576
| – | – | ﹤0.01% | 827 |
|
|
2021
Q1 | $209K | Buy |
+6,576
| New | +$209K | ﹤0.01% | 787 |
|
|
2020
Q2 | – | Sell |
-6,317
| Closed | -$201K | – | 773 |
|
|
2020
Q1 | $201K | Buy |
6,317
+126
| +2% | +$4.01K | ﹤0.01% | 671 |
|
|
2019
Q4 | $247K | Hold |
6,191
| – | – | ﹤0.01% | 724 |
|
|
2019
Q3 | $243K | Buy |
6,191
+229
| +4% | +$8.99K | ﹤0.01% | 708 |
|
|
2019
Q2 | $235K | Sell |
5,962
-4,766
| -44% | -$188K | ﹤0.01% | 723 |
|
|
2019
Q1 | $444K | Buy |
10,728
+264
| +3% | +$10.9K | 0.01% | 530 |
|
|
2018
Q4 | $364K | Sell |
10,464
-1,225
| -10% | -$42.6K | 0.01% | 541 |
|
|
2018
Q3 | $431K | Buy |
11,689
+2,817
| +32% | +$104K | 0.01% | 526 |
|
|
2018
Q2 | $324K | Buy |
+8,872
| New | +$324K | 0.01% | 606 |
|