Cue Advisory Services’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,390
| Closed | -$544K | – | 157 |
|
|
2018
Q1 | $544K | Sell |
4,390
-125
| -3% | -$15.5K | 0.36% | 102 |
|
|
2017
Q4 | $561K | Sell |
4,515
-555
| -11% | -$69K | 0.37% | 97 |
|
|
2017
Q3 | $532K | Sell |
5,070
-790
| -13% | -$82.9K | 0.37% | 101 |
|
|
2017
Q2 | $693K | Buy |
5,860
+709
| +14% | +$83.8K | 0.5% | 76 |
|
|
2017
Q1 | $675K | Buy |
5,151
+50
| +1% | +$6.55K | 0.51% | 70 |
|
|
2016
Q4 | $653K | Buy |
5,101
+1,045
| +26% | +$134K | 0.53% | 71 |
|
|
2016
Q3 | $550K | Sell |
4,056
-375
| -8% | -$50.9K | 0.46% | 84 |
|
|
2016
Q2 | $675K | Buy |
+4,431
| New | +$675K | 0.58% | 68 |
|