Aevitas Wealth 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
Q2 | – | Sell |
-453
| Closed | -$52K | – | 296 |
|
|
2019
Q1 | $52K | Hold |
453
| – | – | 0.05% | 187 |
|
|
2018
Q4 | $42K | Sell |
453
-117
| -21% | -$10.8K | 0.04% | 195 |
|
|
2018
Q3 | $59K | Buy |
570
+1
| +0.2% | +$104 | 0.05% | 182 |
|
|
2018
Q2 | $61K | Sell |
569
-19
| -3% | -$2.04K | 0.06% | 174 |
|
|
2018
Q1 | $73K | Buy |
588
+1
| +0.2% | +$124 | 0.07% | 154 |
|
|
2017
Q4 | $73K | Buy |
+587
| New | +$73K | 0.07% | 160 |
|