Clarus Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-603
| Closed | -$69K | – | 483 |
|
|
2019
Q2 | $69K | Buy |
603
+2
| +0.3% | +$229 | 0.05% | 239 |
|
|
2019
Q1 | $70K | Buy |
601
+3
| +0.5% | +$349 | 0.05% | 251 |
|
|
2018
Q4 | $56K | Sell |
598
-117
| -16% | -$11K | 0.09% | 246 |
|
|
2018
Q3 | $73K | Sell |
715
-166
| -19% | -$16.9K | 0.05% | 245 |
|
|
2018
Q2 | $109K | Buy |
+881
| New | +$109K | 0.08% | 188 |
|