Lenox Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $148K | Sell |
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2020
Q1 | $156K | Sell |
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|
2019
Q4 | $831K | Buy |
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|
2019
Q3 | $848K | Sell |
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|
2019
Q2 | $890K | Sell |
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|
2019
Q1 | $922K | Sell |
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|
2018
Q4 | $761K | Buy |
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|
2018
Q3 | $823K | Buy |
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|
2018
Q2 | $858K | Sell |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $235K | Sell |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $806K | Buy |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $245K | Buy |
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|
2016
Q3 | $251K | Sell |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $286K | Buy |
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|
2015
Q4 | $235K | Sell |
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|
2015
Q3 | $218K | Buy |
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|
2015
Q2 | $205K | Hold |
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|
2015
Q1 | $219K | Sell |
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|
2014
Q4 | $213K | Hold |
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|
2014
Q3 | $209K | Buy |
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|
2014
Q2 | $225K | Hold |
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|
2014
Q1 | $205K | Sell |
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|
2013
Q4 | $230K | Buy |
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