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