First Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.65K | Buy |
+45
| New | +$6.65K | ﹤0.01% | 619 |
|
|
2018
Q2 | – | Sell |
-240
| Closed | -$30K | – | 662 |
|
|
2018
Q1 | $30K | Buy |
+240
| New | +$30K | 0.02% | 350 |
|
|
2017
Q2 | – | Sell |
-4,074
| Closed | -$534K | – | 146 |
|
|
2017
Q1 | $534K | Buy |
4,074
+181
| +5% | +$23.7K | 0.4% | 87 |
|
|
2016
Q4 | $499K | Buy |
+3,893
| New | +$499K | 0.46% | 72 |
|