Advisor Group’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
Q4 | $1.65M | Sell |
15,874
-1,031
| -6% | -$107K | 0.01% | 912 |
|
|
2019
Q3 | $1.86M | Sell |
16,905
-4,532
| -21% | -$498K | 0.01% | 791 |
|
|
2019
Q2 | $2.47M | Buy |
21,437
+2,251
| +12% | +$259K | 0.02% | 674 |
|
|
2019
Q1 | $2.24M | Buy |
19,186
+2,753
| +17% | +$321K | 0.02% | 673 |
|
|
2018
Q4 | $1.54M | Sell |
16,433
-631
| -4% | -$59K | 0.02% | 739 |
|
|
2018
Q3 | $1.75M | Buy |
17,064
+2,919
| +21% | +$300K | 0.02% | 704 |
|
|
2018
Q2 | $1.52M | Sell |
14,145
-820
| -5% | -$88.2K | 0.02% | 661 |
|
|
2018
Q1 | $1.86M | Sell |
14,965
-809
| -5% | -$100K | 0.03% | 583 |
|
|
2017
Q4 | $1.96M | Sell |
15,774
-787
| -5% | -$97.8K | 0.03% | 572 |
|
|
2017
Q3 | $1.74M | Buy |
16,561
+603
| +4% | +$63.3K | 0.03% | 558 |
|
|
2017
Q2 | $1.89M | Buy |
15,958
+528
| +3% | +$62.5K | 0.03% | 504 |
|
|
2017
Q1 | $2.02M | Sell |
15,430
-3,662
| -19% | -$480K | 0.04% | 459 |
|
|
2016
Q4 | $2.45M | Buy |
19,092
+3,074
| +19% | +$394K | 0.06% | 366 |
|
|
2016
Q3 | $2.17M | Sell |
16,018
-3,123
| -16% | -$423K | 0.05% | 379 |
|
|
2016
Q2 | $2.92M | Buy |
+19,141
| New | +$2.92M | 0.08% | 282 |
|