Evolution Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$2K | – | 547 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 654 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 622 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 633 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 599 |
|
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 598 |
|
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 437 |
|
|
2019
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 441 |
|