Miles 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
Q1 | – | Sell |
-6,702
| Closed | -$627K | – | 180 |
|
|
2018
Q4 | $627K | Buy |
6,702
+569
| +9% | +$53.2K | 0.62% | 51 |
|
|
2018
Q3 | $629K | Sell |
6,133
-871
| -12% | -$89.3K | 0.51% | 58 |
|
|
2018
Q2 | $753K | Sell |
7,004
-2,221
| -24% | -$239K | 0.46% | 50 |
|
|
2018
Q1 | $1.14M | Buy |
9,225
+1,116
| +14% | +$138K | 0.63% | 37 |
|
|
2017
Q4 | $1.01M | Hold |
8,109
| – | – | 0.58% | 42 |
|
|
2017
Q3 | $851K | Sell |
8,109
-1,665
| -17% | -$175K | 0.48% | 48 |
|
|
2017
Q2 | $1.16M | Sell |
9,774
-308
| -3% | -$36.5K | 0.62% | 32 |
|
|
2017
Q1 | $1.32M | Sell |
10,082
-29
| -0.3% | -$3.8K | 0.74% | 22 |
|
|
2016
Q4 | $1.3M | Buy |
+10,111
| New | +$1.3M | 0.79% | 25 |
|