OAM
Optimal Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.72M | Buy |
39,352
+101
| +0.3% | +$12.1K | 0.59% | 42 |
|
|
2021
Q2 | $5.09M | Hold |
39,251
| – | – | 0.6% | 39 |
|
|
2021
Q1 | $4.97M | Buy |
39,251
+4,700
| +14% | +$595K | 0.64% | 34 |
|
|
2020
Q4 | $3.99M | Sell |
34,551
-3
| -0% | -$347 | 0.57% | 38 |
|
|
2020
Q3 | $3.99M | Buy |
34,554
+3,557
| +11% | +$411K | 0.58% | 43 |
|
|
2020
Q2 | $3.28M | Sell |
30,997
-15,230
| -33% | -$1.61M | 0.53% | 40 |
|
|
2020
Q1 | $5.13K | Buy |
46,227
+31,214
| +208% | +$3.47K | 0.48% | 55 |
|
|
2019
Q4 | $1.56M | Buy |
+15,013
| New | +$1.56M | 0.24% | 165 |
|