AIS
Accurate Investment Solutions’s J.M. Smucker SJM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-102
| Closed | -$11K | – | 320 |
|
2020
Q1 | $11K | Sell |
102
-15
| -13% | -$1.62K | 0.01% | 278 |
|
2019
Q4 | $12K | Buy |
117
+101
| +631% | +$10.4K | 0.01% | 271 |
|
2019
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 328 |
|
2019
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 351 |
|
2019
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 324 |
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 318 |
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 330 |
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 422 |
|
2018
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 411 |
|
2017
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 405 |
|
2017
Q3 | $2K | Sell |
16
-50
| -76% | -$6.25K | ﹤0.01% | 412 |
|
2017
Q2 | $8K | Hold |
66
| – | – | 0.01% | 228 |
|
2017
Q1 | $9K | Buy |
66
+25
| +61% | +$3.41K | 0.01% | 208 |
|
2016
Q4 | $5K | Buy |
41
+25
| +156% | +$3.05K | ﹤0.01% | 229 |
|
2016
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 264 |
|
2016
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 259 |
|
2016
Q1 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 341 |
|
2015
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 274 |
|