GIA
Gargoyle Investment Advisor’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,100
| Closed | -$290K | – | 129 |
|
|
2018
Q4 | $290K | Sell |
3,100
-12,541
| -80% | -$1.17M | 0.26% | 95 |
|
|
2018
Q3 | $1.61M | Buy |
15,641
+11,941
| +323% | +$1.23M | 1.15% | 47 |
|
|
2018
Q2 | $398K | Buy |
3,700
+600
| +19% | +$64.5K | 0.22% | 96 |
|
|
2018
Q1 | $384K | Hold |
3,100
| – | – | 0.16% | 116 |
|
|
2017
Q4 | $385K | Sell |
3,100
-17,848
| -85% | -$2.22M | 0.15% | 134 |
|
|
2017
Q3 | $2.2M | Buy |
20,948
+3,100
| +17% | +$325K | 0.81% | 57 |
|
|
2017
Q2 | $2.11M | Hold |
17,848
| – | – | 0.83% | 55 |
|
|
2017
Q1 | $2.34M | Buy |
+17,848
| New | +$2.34M | 0.9% | 49 |
|