O'Shares Investment Advisers’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
Q2 | – | Sell |
-4,210
| Closed | -$467K | – | 379 |
|
2020
Q1 | $467K | Sell |
4,210
-2
| -0% | -$222 | 0.08% | 188 |
|
2019
Q4 | $439K | Buy |
4,212
+182
| +5% | +$19K | 0.06% | 236 |
|
2019
Q3 | $443K | Sell |
4,030
-120
| -3% | -$13.2K | 0.07% | 230 |
|
2019
Q2 | $478K | Buy |
4,150
+238
| +6% | +$27.4K | 0.08% | 220 |
|
2019
Q1 | $456K | Sell |
3,912
-78
| -2% | -$9.09K | 0.08% | 227 |
|
2018
Q4 | $373K | Buy |
+3,990
| New | +$373K | 0.07% | 246 |
|