ETrade Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $776K | Buy |
6,717
+691
| +11% | +$79.8K | 0.01% | 449 |
|
2020
Q2 | $638K | Buy |
+6,026
| New | +$638K | 0.01% | 487 |
|
2018
Q4 | – | Sell |
-3,451
| Closed | -$354K | – | 811 |
|
2018
Q3 | $354K | Buy |
3,451
+199
| +6% | +$20.4K | 0.01% | 635 |
|
2018
Q2 | $350K | Buy |
3,252
+1,316
| +68% | +$142K | 0.01% | 607 |
|
2018
Q1 | $240K | Buy |
1,936
+245
| +14% | +$30.4K | 0.01% | 682 |
|
2017
Q4 | $210K | Buy |
+1,691
| New | +$210K | 0.01% | 707 |
|
2017
Q3 | – | Sell |
-3,240
| Closed | -$383K | – | 741 |
|
2017
Q2 | $383K | Buy |
3,240
+1,683
| +108% | +$199K | 0.01% | 514 |
|
2017
Q1 | $204K | Sell |
1,557
-159
| -9% | -$20.8K | 0.01% | 611 |
|
2016
Q4 | $220K | Buy |
+1,716
| New | +$220K | 0.01% | 539 |
|