Piedmont Investment Advisors’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 |
-3,762
| Closed | -$418K | – | 583 |
|
|
2020
Q1 | $418K | Buy |
3,762
+43
| +1% | +$4.78K | 0.02% | 479 |
|
|
2019
Q4 | $387K | Buy |
3,719
+350
| +10% | +$36.4K | 0.01% | 635 |
|
|
2019
Q3 | $371K | Sell |
3,369
-48,228
| -93% | -$5.31M | 0.01% | 654 |
|
|
2019
Q2 | $5.94M | Sell |
51,597
-137
| -0.3% | -$15.8K | 0.24% | 105 |
|
|
2019
Q1 | $6.03M | Buy |
51,734
+41,191
| +391% | +$4.8M | 0.24% | 102 |
|
|
2018
Q4 | $986K | Buy |
10,543
+1,859
| +21% | +$174K | 0.05% | 273 |
|
|
2018
Q3 | $891K | Sell |
8,684
-152
| -2% | -$15.6K | 0.04% | 327 |
|
|
2018
Q2 | $950K | Buy |
+8,836
| New | +$950K | 0.05% | 313 |
|
|
2017
Q1 | – | Sell |
-331
| Closed | -$42.4K | – | 603 |
|
|
2016
Q4 | $42.4K | Buy |
331
+327
| +8,175% | +$41.9K | ﹤0.01% | 457 |
|
|
2016
Q3 | $542 | Hold |
4
| – | – | ﹤0.01% | 478 |
|
|
2016
Q2 | $609 | Buy |
+4
| New | +$609 | ﹤0.01% | 409 |
|