Professional Advisory Services’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
Q4 | – | Sell |
-85,018
| Closed | -$9.35M | – | 72 |
|
|
2019
Q3 | $9.35M | Buy |
85,018
+5,805
| +7% | +$639K | 1.78% | 33 |
|
|
2019
Q2 | $9.13M | Sell |
79,213
-2,980
| -4% | -$343K | 1.77% | 31 |
|
|
2019
Q1 | $9.58M | Buy |
82,193
+1,411
| +2% | +$164K | 1.92% | 30 |
|
|
2018
Q4 | $7.55M | Sell |
80,782
-1,268
| -2% | -$119K | 1.68% | 31 |
|
|
2018
Q3 | $8.42M | Buy |
82,050
+2,743
| +3% | +$281K | 1.66% | 32 |
|
|
2018
Q2 | $8.52M | Buy |
79,307
+5,149
| +7% | +$553K | 1.76% | 31 |
|
|
2018
Q1 | $9.2M | Sell |
74,158
-2,349
| -3% | -$291K | 1.99% | 29 |
|
|
2017
Q4 | $9.51M | Sell |
76,507
-35,493
| -32% | -$4.41M | 2% | 30 |
|
|
2017
Q3 | $11.8M | Buy |
112,000
+44,116
| +65% | +$4.63M | 2.5% | 28 |
|
|
2017
Q2 | $8.03M | Buy |
67,884
+2,200
| +3% | +$260K | 1.74% | 30 |
|
|
2017
Q1 | $8.61M | Buy |
+65,684
| New | +$8.61M | 1.91% | 31 |
|