American Portfolios Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $126K | Buy |
919
+8
| +0.9% | +$1.1K | 0.01% | 1221 |
|
|
2022
Q2 | $117K | Buy |
911
+3
| +0.3% | +$384 | ﹤0.01% | 1326 |
|
|
2022
Q1 | $123K | Sell |
908
-13
| -1% | -$1.76K | ﹤0.01% | 1408 |
|
|
2021
Q4 | $125K | Buy |
921
+10
| +1% | +$1.36K | ﹤0.01% | 1400 |
|
|
2021
Q3 | $109K | Buy |
911
+299
| +49% | +$35.9K | ﹤0.01% | 1412 |
|
|
2021
Q2 | $79.3K | Sell |
612
-31
| -5% | -$4.02K | ﹤0.01% | 1502 |
|
|
2021
Q1 | $81.4K | Sell |
643
-15
| -2% | -$1.9K | ﹤0.01% | 1402 |
|
|
2020
Q4 | $76K | Sell |
658
-95
| -13% | -$11K | ﹤0.01% | 1262 |
|
|
2020
Q3 | $87K | Buy |
753
+172
| +30% | +$19.9K | 0.01% | 1115 |
|
|
2020
Q2 | $61.4K | Sell |
581
-107
| -16% | -$11.3K | ﹤0.01% | 1216 |
|
|
2020
Q1 | $76.4K | Sell |
688
-524
| -43% | -$58.2K | 0.01% | 985 |
|
|
2019
Q4 | $126K | Sell |
1,212
-200
| -14% | -$20.8K | 0.01% | 934 |
|
|
2019
Q3 | $155K | Sell |
1,412
-737
| -34% | -$81.1K | 0.01% | 800 |
|
|
2019
Q2 | $248K | Sell |
2,149
-3,129
| -59% | -$360K | 0.02% | 622 |
|
|
2019
Q1 | $615K | Buy |
5,278
+292
| +6% | +$34K | 0.06% | 313 |
|
|
2018
Q4 | $466K | Buy |
4,986
+4,681
| +1,535% | +$438K | 0.06% | 290 |
|
|
2018
Q3 | $31.3K | Buy |
305
+123
| +68% | +$12.6K | ﹤0.01% | 1310 |
|
|
2018
Q2 | $19.6K | Hold |
182
| – | – | ﹤0.01% | 1461 |
|
|
2018
Q1 | $22.6K | Hold |
182
| – | – | ﹤0.01% | 1342 |
|
|
2017
Q4 | $22.6K | Buy |
+182
| New | +$22.6K | ﹤0.01% | 1279 |
|