Wilbanks Smith & Thomas Asset Management’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 | – | Sell |
-23,395
| Closed | -$692K | – | 396 |
|
|
2020
Q2 | $692K | Buy |
23,395
+244
| +1% | +$7.22K | 0.04% | 199 |
|
|
2020
Q1 | $737K | Buy |
23,151
+17,266
| +293% | +$550K | 0.05% | 182 |
|
|
2019
Q4 | $235K | Sell |
5,885
-1,400
| -19% | -$55.9K | 0.01% | 373 |
|
|
2019
Q3 | $286K | Hold |
7,285
| – | – | 0.02% | 323 |
|
|
2019
Q2 | $287K | Buy |
7,285
+1,549
| +27% | +$61K | 0.02% | 319 |
|
|
2019
Q1 | $237K | Buy |
+5,736
| New | +$237K | 0.02% | 354 |
|
|
2018
Q4 | – | Sell |
-6,536
| Closed | -$241K | – | 845 |
|
|
2018
Q3 | $241K | Hold |
6,536
| – | – | 0.01% | 352 |
|
|
2018
Q2 | $238K | Buy |
+6,536
| New | +$238K | 0.02% | 307 |
|