Reilly Financial 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 | $2.17M | Buy |
15,943
+150
| +0.9% | +$20.4K | 0.16% | 95 |
|
|
2021
Q3 | $1.9M | Buy |
15,793
+2,473
| +19% | +$297K | 0.16% | 97 |
|
|
2021
Q2 | $1.73M | Buy |
13,320
+156
| +1% | +$20.2K | 0.14% | 100 |
|
|
2021
Q1 | $1.67M | Buy |
13,164
+457
| +4% | +$57.8K | 0.15% | 99 |
|
|
2020
Q4 | $1.47M | Sell |
12,707
-99
| -0.8% | -$11.4K | 0.14% | 99 |
|
|
2020
Q3 | $1.48M | Buy |
12,806
+2,898
| +29% | +$335K | 0.16% | 93 |
|
|
2020
Q2 | $1.05M | Buy |
+9,908
| New | +$1.05M | 0.12% | 98 |
|
|
2015
Q4 | – | Sell |
-4
| Closed | – | – | 1097 |
|
|
2015
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1380 |
|
|
2014
Q1 | – | Sell |
-26
| Closed | -$3K | – | 848 |
|
|
2013
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 761 |
|