Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-421
| Closed | -$50K | – | 1576 |
|
|
2021
Q3 | $50K | Sell |
421
-659
| -61% | -$78.3K | 0.01% | 878 |
|
|
2021
Q2 | $139K | Buy |
1,080
+744
| +221% | +$95.8K | 0.02% | 626 |
|
|
2021
Q1 | $42K | Buy |
336
+3
| +0.9% | +$375 | 0.01% | 737 |
|
|
2020
Q4 | $38K | Buy |
333
+83
| +33% | +$9.47K | 0.01% | 611 |
|
|
2020
Q3 | $29.5K | Buy |
+250
| New | +$29.5K | 0.01% | 514 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | -$222 | – | 1122 |
|
|
2020
Q1 | $222 | Buy |
+2
| New | +$222 | ﹤0.01% | 1072 |
|