ARS 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-3,360
| Closed | -$387K | – | 111 |
|
2019
Q2 | $387K | Buy |
3,360
+175
| +5% | +$20.2K | 0.12% | 72 |
|
2019
Q1 | $371K | Hold |
3,185
| – | – | 0.12% | 78 |
|
2018
Q4 | $298K | Buy |
3,185
+113
| +4% | +$10.6K | 0.11% | 85 |
|
2018
Q3 | $315K | Hold |
3,072
| – | – | 0.11% | 86 |
|
2018
Q2 | $330K | Hold |
3,072
| – | – | 0.12% | 80 |
|
2018
Q1 | $381K | Hold |
3,072
| – | – | 0.14% | 79 |
|
2017
Q4 | $382K | Hold |
3,072
| – | – | 0.14% | 82 |
|
2017
Q3 | $322K | Hold |
3,072
| – | – | 0.13% | 86 |
|
2017
Q2 | $364K | Hold |
3,072
| – | – | 0.15% | 78 |
|
2017
Q1 | $403K | Hold |
3,072
| – | – | 0.17% | 72 |
|
2016
Q4 | $393K | Hold |
3,072
| – | – | 0.18% | 61 |
|
2016
Q3 | $416K | Hold |
3,072
| – | – | 0.18% | 57 |
|
2016
Q2 | $468K | Hold |
3,072
| – | – | 0.2% | 53 |
|
2016
Q1 | $399K | Hold |
3,072
| – | – | 0.19% | 49 |
|
2015
Q4 | $379K | Hold |
3,072
| – | – | 0.2% | 51 |
|
2015
Q3 | $350K | Hold |
3,072
| – | – | 0.18% | 47 |
|
2015
Q2 | $333K | Hold |
3,072
| – | – | 0.15% | 50 |
|
2015
Q1 | $356K | Hold |
3,072
| – | – | 0.15% | 51 |
|
2014
Q4 | $310K | Hold |
3,072
| – | – | 0.13% | 53 |
|
2014
Q3 | $304K | Hold |
3,072
| – | – | 0.14% | 48 |
|
2014
Q2 | $327K | Buy |
+3,072
| New | +$327K | 0.16% | 45 |
|