Avestar Capital’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 |
-448
| Closed | -$49K | – | 724 |
|
|
2019
Q2 | $49K | Sell |
448
-1,625
| -78% | -$178K | 0.03% | 292 |
|
|
2019
Q1 | $221K | Buy |
2,073
+105
| +5% | +$11.2K | 0.15% | 91 |
|
|
2018
Q4 | $165K | Sell |
1,968
-428
| -18% | -$35.9K | 0.11% | 112 |
|
|
2018
Q3 | $228K | Buy |
2,396
+389
| +19% | +$37K | 0.13% | 102 |
|
|
2018
Q2 | $199K | Buy |
2,007
+56
| +3% | +$5.55K | 0.13% | 104 |
|
|
2018
Q1 | $226K | Buy |
1,951
+215
| +12% | +$24.9K | 0.15% | 82 |
|
|
2017
Q4 | $200K | Buy |
+1,736
| New | +$200K | 0.15% | 76 |
|