FormulaFolio Investments’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
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $2K | Sell |
15
-2,570
| -99% | -$343K | ﹤0.01% | 404 |
|
|
2020
Q4 | $299K | Buy |
2,585
+14
| +0.5% | +$1.62K | 0.01% | 535 |
|
|
2020
Q3 | $297K | Sell |
2,571
-119
| -4% | -$13.7K | 0.01% | 257 |
|
|
2020
Q2 | $285K | Sell |
2,690
-62
| -2% | -$6.57K | 0.01% | 239 |
|
|
2020
Q1 | $305K | Sell |
2,752
-156
| -5% | -$17.3K | 0.02% | 217 |
|
|
2019
Q4 | $303K | Sell |
2,908
-243
| -8% | -$25.3K | 0.01% | 305 |
|
|
2019
Q3 | $347K | Sell |
3,151
-48
| -2% | -$5.29K | 0.01% | 259 |
|
|
2019
Q2 | $369K | Sell |
3,199
-11
| -0.3% | -$1.27K | 0.02% | 235 |
|
|
2019
Q1 | $374K | Sell |
3,210
-321
| -9% | -$37.4K | 0.02% | 236 |
|
|
2018
Q4 | $362K | Hold |
3,531
| – | – | 0.02% | 241 |
|
|
2018
Q3 | $362K | Sell |
3,531
-104
| -3% | -$10.7K | 0.02% | 241 |
|
|
2018
Q2 | $391K | Buy |
+3,635
| New | +$391K | 0.02% | 222 |
|