Proficio Capital Partners’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
Q3 | – | Sell |
-118
| Closed | -$14K | – | 1290 |
|
|
2019
Q2 | $14K | Buy |
118
+4
| +4% | +$475 | ﹤0.01% | 832 |
|
|
2019
Q1 | $13K | Hold |
114
| – | – | ﹤0.01% | 810 |
|
|
2018
Q4 | $11K | Buy |
114
+94
| +470% | +$9.07K | ﹤0.01% | 724 |
|
|
2018
Q3 | $2K | Sell |
20
-13
| -39% | -$1.3K | ﹤0.01% | 1099 |
|
|
2018
Q2 | $4K | Sell |
33
-11
| -25% | -$1.33K | ﹤0.01% | 1037 |
|
|
2018
Q1 | $5K | Buy |
44
+16
| +57% | +$1.82K | ﹤0.01% | 1010 |
|
|
2017
Q4 | $3K | Sell |
28
-83
| -75% | -$8.89K | ﹤0.01% | 1079 |
|
|
2017
Q3 | $12K | Buy |
111
+102
| +1,133% | +$11K | ﹤0.01% | 737 |
|
|
2017
Q2 | $1K | Sell |
9
-20
| -69% | -$2.22K | ﹤0.01% | 1214 |
|
|
2017
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 1036 |
|
|
2016
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1140 |
|
|
2016
Q2 | $1K | Sell |
8
-14
| -64% | -$1.75K | ﹤0.01% | 942 |
|
|
2016
Q1 | $3K | Buy |
22
+4
| +22% | +$545 | ﹤0.01% | 664 |
|
|
2015
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 683 |
|