LFA
Legacy Financial Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-905
| Closed | -$106K | – | 766 |
|
|
2019
Q1 | $106K | Hold |
905
| – | – | 0.04% | 152 |
|
|
2018
Q4 | $85K | Buy |
905
+162
| +22% | +$15.2K | 0.03% | 157 |
|
|
2018
Q3 | $76K | Buy |
743
+43
| +6% | +$4.4K | 0.03% | 203 |
|
|
2018
Q2 | $78K | Sell |
700
-53
| -7% | -$5.91K | 0.03% | 196 |
|
|
2018
Q1 | $93K | Buy |
753
+6
| +0.8% | +$741 | 0.04% | 174 |
|
|
2017
Q4 | $92K | Buy |
+747
| New | +$92K | 0.04% | 187 |
|