Claro 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
Q4 | – | Sell |
-1,901
| Closed | -$209K | – | 180 |
|
|
2019
Q3 | $209K | Buy |
1,901
+72
| +4% | +$7.92K | 0.19% | 153 |
|
|
2019
Q2 | $211K | Buy |
+1,829
| New | +$211K | 0.19% | 147 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$4K | – | 784 |
|
|
2018
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 823 |
|