FMA Advisory’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
Q3 | – | Sell |
-1,898
| Closed | -$204K | – | 156 |
|
|
2018
Q2 | $204K | Buy |
1,898
+5
| +0.3% | +$537 | 0.1% | 142 |
|
|
2018
Q1 | $235K | Buy |
1,893
+5
| +0.3% | +$621 | 0.11% | 135 |
|
|
2017
Q4 | $235K | Sell |
1,888
-107
| -5% | -$13.3K | 0.11% | 140 |
|
|
2017
Q3 | $209K | Sell |
1,995
-248
| -11% | -$26K | 0.12% | 128 |
|
|
2017
Q2 | $265 | Sell |
2,243
-55
| -2% | -$6 | 0.14% | 100 |
|
|
2017
Q1 | $301K | Buy |
+2,298
| New | +$301K | 0.15% | 126 |
|
|
2015
Q2 | $284K | Buy |
+2,623
| New | +$284K | 0.18% | 105 |
|
|
2013
Q4 | – | Sell |
-3,292
| Closed | -$346K | – | 159 |
|
|
2013
Q3 | $346K | Buy |
3,292
+6
| +0.2% | +$631 | 0.14% | 140 |
|
|
2013
Q2 | $339K | Buy |
+3,286
| New | +$339K | 0.14% | 139 |
|