Occidental Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,662
| Closed | -$811K | – | 150 |
|
|
2020
Q2 | $811K | Sell |
7,662
-240
| -3% | -$25.4K | 0.36% | 76 |
|
|
2020
Q1 | $877K | Buy |
7,902
+757
| +11% | +$84K | 0.44% | 53 |
|
|
2019
Q4 | $744K | Buy |
7,145
+973
| +16% | +$101K | 0.3% | 92 |
|
|
2019
Q3 | $679K | Buy |
6,172
+1,102
| +22% | +$121K | 0.28% | 91 |
|
|
2019
Q2 | $584K | Buy |
5,070
+832
| +20% | +$95.8K | 0.26% | 87 |
|
|
2019
Q1 | $494K | Buy |
+4,238
| New | +$494K | 0.24% | 91 |
|