Advisory Alpha’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,350
| Closed | -$159K | – | 549 |
|
|
2020
Q3 | $159K | Buy |
+1,350
| New | +$159K | 0.03% | 106 |
|
|
2020
Q2 | – | Sell |
-1,350
| Closed | -$158K | – | 522 |
|
|
2020
Q1 | $158K | Sell |
1,350
-69
| -5% | -$8.06K | 0.04% | 113 |
|
|
2019
Q4 | $149K | Buy |
1,419
+66
| +5% | +$6.95K | 0.04% | 163 |
|
|
2019
Q3 | $144K | Buy |
+1,353
| New | +$144K | 0.04% | 141 |
|
|
2019
Q2 | – | Sell |
-1,353
| Closed | -$170K | – | 553 |
|
|
2019
Q1 | $170K | Buy |
+1,353
| New | +$170K | 0.06% | 123 |
|