Wealthspire Advisors (New York)’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,098
| Closed | -$347K | – | 608 |
|
|
2023
Q2 | $347K | Buy |
+23,098
| New | +$347K | 0.01% | 438 |
|
|
2022
Q2 | – | Sell |
-7,606
| Closed | -$222K | – | 509 |
|
|
2022
Q1 | $222K | Sell |
7,606
-39
| -0.5% | -$1.14K | 0.01% | 400 |
|
|
2021
Q4 | $219K | Buy |
7,645
+129
| +2% | +$3.7K | ﹤0.01% | 498 |
|
|
2021
Q3 | $223K | Sell |
7,516
-9,878
| -57% | -$293K | ﹤0.01% | 523 |
|
|
2021
Q2 | $548K | Buy |
17,394
+6,410
| +58% | +$202K | 0.01% | 216 |
|
|
2021
Q1 | $349K | Sell |
10,984
-5,901
| -35% | -$187K | 0.01% | 508 |
|
|
2020
Q4 | $528K | Buy |
+16,885
| New | +$528K | 0.02% | 296 |
|