AMG National Trust Bank’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 | – | Sell |
-13,466
| Closed | -$1.55M | – | 260 |
|
|
2019
Q2 | $1.55M | Sell |
13,466
-19,555
| -59% | -$2.25M | 0.09% | 104 |
|
|
2019
Q1 | $3.85M | Sell |
33,021
-21,054
| -39% | -$2.45M | 0.24% | 56 |
|
|
2018
Q4 | $5.06M | Buy |
54,075
+4,858
| +10% | +$454K | 0.35% | 38 |
|
|
2018
Q3 | $5.05M | Buy |
+49,217
| New | +$5.05M | 0.3% | 44 |
|