Capital Investment 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 |
-2,081
| Closed | -$240K | – | 530 |
|
|
2019
Q2 | $240K | Sell |
2,081
-410
| -16% | -$47.3K | 0.01% | 429 |
|
|
2019
Q1 | $290K | Sell |
2,491
-725
| -23% | -$84.4K | 0.02% | 381 |
|
|
2018
Q4 | $301K | Sell |
3,216
-4,585
| -59% | -$429K | 0.02% | 366 |
|
|
2018
Q3 | $800K | Buy |
+7,801
| New | +$800K | 0.05% | 235 |
|
|
2018
Q2 | – | Sell |
-6,657
| Closed | -$826K | – | 505 |
|
|
2018
Q1 | $826K | Buy |
6,657
+198
| +3% | +$24.6K | 0.05% | 230 |
|
|
2017
Q4 | $802K | Buy |
+6,459
| New | +$802K | 0.05% | 238 |
|