Advantage Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $74K | Sell |
672
-31
| -4% | -$3.41K | 0.06% | 275 |
|
|
2019
Q2 | $81K | Hold |
703
| – | – | 0.06% | 265 |
|
|
2019
Q1 | $82K | Hold |
703
| – | – | 0.06% | 256 |
|
|
2018
Q4 | $66K | Sell |
703
-93
| -12% | -$8.73K | 0.05% | 296 |
|
|
2018
Q3 | $82K | Hold |
796
| – | – | 0.05% | 306 |
|
|
2018
Q2 | $86K | Sell |
796
-94
| -11% | -$10.2K | 0.06% | 276 |
|
|
2018
Q1 | $110K | Sell |
890
-37
| -4% | -$4.57K | 0.04% | 235 |
|
|
2017
Q4 | $115K | Sell |
927
-14
| -1% | -$1.74K | 0.04% | 245 |
|
|
2017
Q3 | $99K | Sell |
941
-48
| -5% | -$5.05K | 0.03% | 253 |
|
|
2017
Q2 | $117K | Hold |
989
| – | – | 0.04% | 213 |
|
|
2017
Q1 | $130K | Hold |
989
| – | – | 0.05% | 194 |
|
|
2016
Q4 | $127K | Buy |
989
+63
| +7% | +$8.09K | 0.05% | 188 |
|
|
2016
Q3 | $126K | Buy |
926
+656
| +243% | +$89.3K | 0.05% | 189 |
|
|
2016
Q2 | $41K | Hold |
270
| – | – | 0.02% | 368 |
|
|
2016
Q1 | $35K | Hold |
270
| – | – | 0.02% | 380 |
|
|
2015
Q4 | $33K | Hold |
270
| – | – | 0.02% | 396 |
|
|
2015
Q3 | $31K | Hold |
270
| – | – | 0.02% | 379 |
|
|
2015
Q2 | $29K | Hold |
270
| – | – | 0.01% | 419 |
|
|
2015
Q1 | $31K | Hold |
270
| – | – | 0.02% | 397 |
|
|
2014
Q4 | $27K | Buy |
+270
| New | +$27K | 0.02% | 383 |
|