Curtis Advisory Group’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 |
-2,000
| Closed | -$231K | – | 76 |
|
|
2020
Q4 | $231K | Sell |
2,000
-1,000
| -33% | -$116K | 0.11% | 65 |
|
|
2020
Q3 | $347K | Sell |
3,000
-1,000
| -25% | -$116K | 0.2% | 45 |
|
|
2020
Q2 | $423K | Sell |
4,000
-2,600
| -39% | -$275K | 0.3% | 39 |
|
|
2020
Q1 | $733K | Buy |
+6,600
| New | +$733K | 0.48% | 24 |
|