RA
Rational Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-229
| Closed | -$27K | – | 535 |
|
|
2020
Q3 | $27K | Buy |
229
+86
| +60% | +$10.1K | 0.01% | 214 |
|
|
2020
Q2 | $15K | Buy |
+143
| New | +$15K | 0.01% | 321 |
|
|
2020
Q1 | – | Sell |
-287
| Closed | -$30K | – | 459 |
|
|
2019
Q4 | $30K | Buy |
287
+260
| +963% | +$27.2K | 0.01% | 392 |
|
|
2019
Q3 | $3K | Sell |
27
-544
| -95% | -$60.4K | ﹤0.01% | 545 |
|
|
2019
Q2 | $66K | Sell |
571
-1,812
| -76% | -$209K | 0.02% | 311 |
|
|
2019
Q1 | $278K | Buy |
2,383
+2,278
| +2,170% | +$266K | 0.08% | 178 |
|
|
2018
Q4 | $10K | Sell |
105
-3,535
| -97% | -$337K | ﹤0.01% | 391 |
|
|
2018
Q3 | $374K | Sell |
3,640
-2,430
| -40% | -$250K | 0.09% | 168 |
|
|
2018
Q2 | $653K | Buy |
6,070
+4,250
| +234% | +$457K | 0.31% | 107 |
|
|
2018
Q1 | $226K | Sell |
1,820
-7,270
| -80% | -$903K | 0.11% | 211 |
|
|
2017
Q4 | $1.13M | Sell |
9,090
-650
| -7% | -$80.8K | 0.59% | 55 |
|
|
2017
Q3 | $1.02M | Sell |
9,740
-8,800
| -47% | -$923K | 0.55% | 55 |
|
|
2017
Q2 | $2.19M | Buy |
18,540
+4,040
| +28% | +$478K | 1.37% | 13 |
|
|
2017
Q1 | $1.9M | Buy |
+14,500
| New | +$1.9M | 1.25% | 21 |
|