BDO 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
Q1 | – | Sell |
-54
| Closed | -$6K | – | 1260 |
|
|
2020
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 620 |
|
|
2020
Q3 | $6K | Buy |
54
+1
| +2% | +$111 | ﹤0.01% | 541 |
|
|
2020
Q2 | $6K | Buy |
53
+5
| +10% | +$566 | ﹤0.01% | 548 |
|
|
2020
Q1 | $5K | Buy |
48
+1
| +2% | +$104 | ﹤0.01% | 603 |
|
|
2019
Q4 | $5K | Sell |
47
-272
| -85% | -$28.9K | ﹤0.01% | 495 |
|
|
2019
Q3 | $35K | Hold |
319
| – | – | 0.01% | 354 |
|
|
2019
Q2 | $37K | Hold |
319
| – | – | 0.01% | 336 |
|
|
2019
Q1 | $37K | Hold |
319
| – | – | 0.01% | 314 |
|
|
2018
Q4 | $30K | Hold |
319
| – | – | 0.01% | 303 |
|
|
2018
Q3 | $33K | Buy |
319
+201
| +170% | +$20.8K | 0.01% | 341 |
|
|
2018
Q2 | $13K | Buy |
118
+1
| +0.9% | +$110 | ﹤0.01% | 435 |
|
|
2018
Q1 | $15K | Buy |
+117
| New | +$15K | 0.01% | 355 |
|
|
2017
Q3 | – | Sell |
-69
| Closed | -$8K | – | 532 |
|
|
2017
Q2 | $8K | Buy |
+69
| New | +$8K | ﹤0.01% | 402 |
|