Notis-McConarty Edward’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 |
-2,770
| Closed | -$259K | – | 99 |
|
|
2018
Q4 | $259K | Sell |
2,770
-2,460
| -47% | -$230K | 0.14% | 92 |
|
|
2018
Q3 | $537K | Buy |
5,230
+200
| +4% | +$20.5K | 0.29% | 66 |
|
|
2018
Q2 | $541K | Buy |
5,030
+100
| +2% | +$10.8K | 0.32% | 66 |
|
|
2018
Q1 | $611K | Buy |
4,930
+260
| +6% | +$32.2K | 0.37% | 62 |
|
|
2017
Q4 | $579K | Sell |
4,670
-8,495
| -65% | -$1.05M | 0.33% | 63 |
|
|
2017
Q3 | $1.38M | Sell |
13,165
-1,160
| -8% | -$122K | 0.87% | 37 |
|
|
2017
Q2 | $1.7M | Buy |
14,325
+4,510
| +46% | +$534K | 1.1% | 32 |
|
|
2017
Q1 | $1.29M | Buy |
9,815
+8,065
| +461% | +$1.06M | 0.84% | 39 |
|
|
2016
Q4 | $224K | Buy |
+1,750
| New | +$224K | 0.15% | 92 |
|