LifePlan Financial Group’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
Q3 | $7K | Hold |
58
| – | – | ﹤0.01% | 447 |
|
|
2020
Q2 | $6K | Hold |
58
| – | – | ﹤0.01% | 464 |
|
|
2020
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 454 |
|
|
2019
Q3 | $6K | Sell |
58
-9
| -13% | -$931 | ﹤0.01% | 451 |
|
|
2019
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $8K | Hold |
67
| – | – | ﹤0.01% | 424 |
|
|
2018
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 434 |
|
|
2018
Q3 | $7K | Hold |
67
| – | – | ﹤0.01% | 421 |
|
|
2018
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 408 |
|
|
2018
Q1 | $8K | Buy |
+67
| New | +$8K | ﹤0.01% | 384 |
|
|
2014
Q2 | – | Sell |
-60
| Closed | -$6K | – | 191 |
|
|
2014
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 204 |
|
|
2013
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 188 |
|
|
2013
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 168 |
|
|
2013
Q2 | $6K | Buy |
+60
| New | +$6K | 0.01% | 137 |
|