Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$12K | – | 509 |
|
|
2021
Q3 | $12K | Hold |
100
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $12K | Hold |
100
| – | – | 0.01% | 612 |
|
|
2021
Q1 | $12K | Hold |
100
| – | – | 0.01% | 595 |
|
|
2020
Q4 | $11K | Buy |
100
+34
| +52% | +$3.74K | 0.01% | 608 |
|
|
2020
Q3 | $11K | Sell |
66
-34
| -34% | -$5.67K | 0.01% | 592 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | 0.01% | 612 |
|
|
2020
Q1 | $11K | Sell |
100
-209
| -68% | -$23K | 0.01% | 573 |
|
|
2019
Q4 | $32K | Sell |
309
-1,199
| -80% | -$124K | 0.03% | 412 |
|
|
2019
Q3 | $166K | Buy |
+1,508
| New | +$166K | 0.18% | 155 |
|