Johanson Financial 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
Q1 | – | Sell |
-154,701
| Closed | -$1.49M | – | 215 |
|
|
2019
Q4 | $1.49M | Buy |
+154,701
| New | +$1.49M | 0.07% | 115 |
|
|
2019
Q2 | – | Sell |
-1,975
| Closed | -$230K | – | 103 |
|
|
2019
Q1 | $230K | Buy |
+1,975
| New | +$230K | 0.13% | 92 |
|
|
2018
Q4 | – | Sell |
-2,510
| Closed | -$257K | – | 91 |
|
|
2018
Q3 | $257K | Buy |
2,510
+100
| +4% | +$10.2K | 0.15% | 81 |
|
|
2018
Q2 | $257K | Buy |
2,410
+292
| +14% | +$31.1K | 0.16% | 80 |
|
|
2018
Q1 | $263K | Buy |
2,118
+172
| +9% | +$21.4K | 0.17% | 76 |
|
|
2017
Q4 | $243K | Sell |
1,946
-347
| -15% | -$43.3K | 0.16% | 79 |
|
|
2017
Q3 | $240K | Sell |
2,293
-271
| -11% | -$28.4K | 0.18% | 76 |
|
|
2017
Q2 | $302K | Sell |
2,564
-167
| -6% | -$19.7K | 0.25% | 66 |
|
|
2017
Q1 | $357K | Buy |
+2,731
| New | +$357K | 0.31% | 57 |
|
|
2016
Q4 | – | Sell |
-2,184
| Closed | -$296K | – | 51 |
|
|
2016
Q3 | $296K | Buy |
+2,184
| New | +$296K | 0.32% | 59 |
|