BAM
Bruderman Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$23K | – | 478 |
|
|
2019
Q1 | $23K | Hold |
200
| – | – | 0.01% | 357 |
|
|
2018
Q4 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 356 |
|
|
2018
Q3 | – | Sell |
-5,121
| Closed | -$550K | – | 367 |
|
|
2018
Q2 | $550K | Sell |
5,121
-2,778
| -35% | -$298K | 0.13% | 91 |
|
|
2018
Q1 | $980K | Sell |
7,899
-1,823
| -19% | -$226K | 0.23% | 68 |
|
|
2017
Q4 | $1.21M | Buy |
9,722
+715
| +8% | +$88.8K | 0.31% | 58 |
|
|
2017
Q3 | $945K | Buy |
9,007
+1,182
| +15% | +$124K | 0.24% | 70 |
|
|
2017
Q2 | $926K | Buy |
7,825
+4,227
| +117% | +$500K | 0.25% | 68 |
|
|
2017
Q1 | $472K | Buy |
3,598
+85
| +2% | +$11.2K | 0.14% | 83 |
|
|
2016
Q4 | $450K | Buy |
3,513
+1,580
| +82% | +$202K | 0.14% | 86 |
|
|
2016
Q3 | $262K | Buy |
1,933
+109
| +6% | +$14.8K | 0.08% | 104 |
|
|
2016
Q2 | $278K | Buy |
1,824
+1,668
| +1,069% | +$254K | 0.09% | 105 |
|
|
2016
Q1 | $20K | Hold |
156
| – | – | 0.01% | 269 |
|
|
2015
Q4 | $19K | Sell |
156
-747
| -83% | -$91K | 0.01% | 288 |
|
|
2015
Q3 | $103K | Sell |
903
-11
| -1% | -$1.26K | 0.04% | 146 |
|
|
2015
Q2 | $99K | Sell |
914
-2,898
| -76% | -$314K | 0.04% | 155 |
|
|
2015
Q1 | $441K | Buy |
+3,812
| New | +$441K | 0.17% | 74 |
|