Burt 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 |
-300
| Closed | -$35K | – | 309 |
|
|
2020
Q4 | $35K | Hold |
300
| – | – | 0.01% | 205 |
|
|
2020
Q3 | $35K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $32K | Hold |
300
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $33K | Hold |
300
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $31K | Hold |
300
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $33K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2019
Q2 | $35K | Sell |
300
-129
| -30% | -$15.1K | 0.02% | 194 |
|
|
2019
Q1 | $50K | Hold |
429
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $40K | Hold |
429
| – | – | 0.02% | 187 |
|
|
2018
Q3 | $44K | Hold |
429
| – | – | 0.02% | 190 |
|
|
2018
Q2 | $46K | Sell |
429
-11
| -3% | -$1.18K | 0.02% | 183 |
|
|
2018
Q1 | $55K | Hold |
440
| – | – | 0.03% | 169 |
|
|
2017
Q4 | $55K | Buy |
440
+32
| +8% | +$4K | 0.03% | 171 |
|
|
2017
Q3 | $43K | Hold |
408
| – | – | 0.03% | 186 |
|
|
2017
Q2 | $48K | Hold |
408
| – | – | 0.03% | 186 |
|
|
2017
Q1 | $53K | Hold |
408
| – | – | 0.04% | 161 |
|
|
2016
Q4 | $52K | Buy |
408
+129
| +46% | +$16.4K | 0.05% | 168 |
|
|
2016
Q3 | $37K | Hold |
279
| – | – | 0.04% | 177 |
|
|
2016
Q2 | $42K | Hold |
279
| – | – | 0.05% | 164 |
|
|
2016
Q1 | $36K | Hold |
279
| – | – | 0.03% | 194 |
|
|
2015
Q4 | $34K | Buy |
279
+11
| +4% | +$1.34K | 0.03% | 171 |
|
|
2015
Q3 | $30K | Hold |
268
| – | – | 0.04% | 160 |
|
|
2015
Q2 | $29K | Hold |
268
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $31K | Hold |
268
| – | – | 0.03% | 163 |
|
|
2014
Q4 | $27K | Buy |
+268
| New | +$27K | 0.03% | 170 |
|