Mid Atlantic Financial Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $314K | Sell |
2,617
-66
| -2% | -$7.92K | 0.02% | 644 |
|
|
2021
Q2 | $348K | Buy |
2,683
+260
| +11% | +$33.7K | 0.02% | 603 |
|
|
2021
Q1 | $307K | Sell |
2,423
-339
| -12% | -$43K | 0.02% | 618 |
|
|
2020
Q4 | $319K | Sell |
2,762
-255
| -8% | -$29.5K | 0.02% | 553 |
|
|
2020
Q3 | $342K | Buy |
3,017
+428
| +17% | +$48.5K | 0.03% | 459 |
|
|
2020
Q2 | $274K | Sell |
2,589
-3
| -0.1% | -$317 | 0.03% | 514 |
|
|
2020
Q1 | $288K | Sell |
2,592
-650
| -20% | -$72.2K | 0.03% | 452 |
|
|
2019
Q4 | $338K | Buy |
3,242
+110
| +4% | +$11.5K | 0.03% | 497 |
|
|
2019
Q3 | $345K | Sell |
3,132
-66
| -2% | -$7.27K | 0.04% | 467 |
|
|
2019
Q2 | $368K | Buy |
3,198
+8
| +0.3% | +$921 | 0.04% | 459 |
|
|
2019
Q1 | $372K | Buy |
3,190
+299
| +10% | +$34.9K | 0.04% | 445 |
|
|
2018
Q4 | $270K | Buy |
+2,891
| New | +$270K | 0.03% | 498 |
|