Wealthspire Advisors (Maryland)’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 | $458K | Buy |
+17,124
| New | +$458K | 0.02% | 288 |
|
|
2019
Q2 | – | Sell |
-1,240
| Closed | -$51K | – | 1255 |
|
|
2019
Q1 | $51K | Sell |
1,240
-40
| -3% | -$1.65K | ﹤0.01% | 885 |
|
|
2018
Q4 | $45K | Buy |
1,280
+35
| +3% | +$1.23K | ﹤0.01% | 900 |
|
|
2018
Q3 | $46K | Buy |
1,245
+278
| +29% | +$10.3K | ﹤0.01% | 1002 |
|
|
2018
Q2 | $35K | Sell |
967
-13
| -1% | -$471 | ﹤0.01% | 1091 |
|
|
2018
Q1 | $33K | Buy |
980
+60
| +7% | +$2.02K | ﹤0.01% | 1133 |
|
|
2017
Q4 | $32K | Sell |
920
-968
| -51% | -$33.7K | ﹤0.01% | 1166 |
|
|
2017
Q3 | $65K | Buy |
+1,888
| New | +$65K | 0.01% | 880 |
|