Malaga Cove Capital’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-10,034
| Closed | -$1.17M | – | 170 |
|
2019
Q1 | $1.17M | Buy |
10,034
+97
| +1% | +$11.3K | 0.72% | 38 |
|
2018
Q4 | $923K | Buy |
9,937
+1,447
| +17% | +$134K | 0.64% | 47 |
|
2018
Q3 | $872K | Sell |
8,490
-806
| -9% | -$82.8K | 0.47% | 72 |
|
2018
Q2 | $999K | Hold |
9,296
| – | – | 0.51% | 63 |
|
2018
Q1 | $1.15M | Hold |
9,296
| – | – | 0.62% | 53 |
|
2017
Q4 | $1.16M | Buy |
+9,296
| New | +$1.16M | 0.65% | 49 |
|