Horan Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-142
| Closed | -$16K | – | 246 |
|
|
2020
Q3 | $16K | Buy |
+142
| New | +$16K | 0.01% | 228 |
|
|
2020
Q1 | – | Sell |
-142
| Closed | -$15K | – | 224 |
|
|
2019
Q4 | $15K | Hold |
142
| – | – | 0.01% | 209 |
|
|
2019
Q3 | $16K | Buy |
+142
| New | +$16K | 0.01% | 212 |
|
|
2019
Q2 | – | Sell |
-142
| Closed | -$17K | – | 217 |
|
|
2019
Q1 | $17K | Buy |
+142
| New | +$17K | 0.01% | 204 |
|
|
2017
Q4 | – | Sell |
-84
| Closed | -$9K | – | 235 |
|
|
2017
Q3 | $9K | Buy |
+84
| New | +$9K | 0.01% | 264 |
|