Smith Salley Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,850
| Closed | -$205K | – | 194 |
|
|
2020
Q1 | $205K | Buy |
+1,850
| New | +$205K | 0.03% | 173 |
|
|
2019
Q4 | – | Sell |
-1,948
| Closed | -$214K | – | 201 |
|
|
2019
Q3 | $214K | Sell |
1,948
-11
| -0.6% | -$1.21K | 0.03% | 182 |
|
|
2019
Q2 | $226K | Buy |
1,959
+60
| +3% | +$6.92K | 0.03% | 174 |
|
|
2019
Q1 | $221K | Buy |
+1,899
| New | +$221K | 0.04% | 166 |
|
|
2018
Q3 | – | Sell |
-1,903
| Closed | -$205K | – | 192 |
|
|
2018
Q2 | $205K | Buy |
1,903
+9
| +0.5% | +$970 | 0.04% | 175 |
|
|
2018
Q1 | $235K | Sell |
1,894
-12
| -0.6% | -$1.49K | 0.04% | 163 |
|
|
2017
Q4 | $237K | Buy |
+1,906
| New | +$237K | 0.04% | 165 |
|
|
2017
Q3 | – | Sell |
-1,890
| Closed | -$224K | – | 178 |
|
|
2017
Q2 | $224K | Sell |
1,890
-102
| -5% | -$12.1K | 0.05% | 159 |
|
|
2017
Q1 | $261K | Buy |
1,992
+259
| +15% | +$33.9K | 0.05% | 146 |
|
|
2016
Q4 | $222K | Sell |
1,733
-112
| -6% | -$14.3K | 0.05% | 147 |
|
|
2016
Q3 | $250K | Sell |
1,845
-256
| -12% | -$34.7K | 0.06% | 134 |
|
|
2016
Q2 | $320K | Buy |
2,101
+176
| +9% | +$26.8K | 0.07% | 124 |
|
|
2016
Q1 | $250K | Hold |
1,925
| – | – | 0.06% | 135 |
|
|
2015
Q4 | $237K | Buy |
1,925
+37
| +2% | +$4.56K | 0.06% | 138 |
|
|
2015
Q3 | $215K | Buy |
+1,888
| New | +$215K | 0.06% | 144 |
|
|
2015
Q2 | – | Sell |
-1,809
| Closed | -$209K | – | 166 |
|
|
2015
Q1 | $209K | Buy |
+1,809
| New | +$209K | 0.05% | 157 |
|