Westbourne Investment Advisors’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,680
| Closed | -$213K | – | 65 |
|
|
2020
Q1 | $213K | Hold |
6,680
| – | – | 0.2% | 78 |
|
|
2019
Q4 | $266K | Buy |
6,680
+375
| +6% | +$14.9K | 0.18% | 87 |
|
|
2019
Q3 | $247K | Buy |
+6,305
| New | +$247K | 0.18% | 85 |
|
|
2018
Q4 | – | Sell |
-2,925
| Closed | -$108K | – | 117 |
|
|
2018
Q3 | $108K | Buy |
+2,925
| New | +$108K | 0.08% | 125 |
|