Squar Milner Financial Services’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 |
-520
| Closed | -$57K | – | 639 |
|
|
2020
Q1 | $57K | Hold |
520
| – | – | 0.03% | 346 |
|
|
2019
Q4 | $54K | Buy |
+520
| New | +$54K | 0.03% | 400 |
|
|
2019
Q3 | – | Sell |
-1,232
| Closed | -$142K | – | 624 |
|
|
2019
Q2 | $142K | Sell |
1,232
-220
| -15% | -$25.4K | 0.1% | 215 |
|
|
2019
Q1 | $169K | Hold |
1,452
| – | – | 0.12% | 187 |
|
|
2018
Q4 | $136K | Hold |
1,452
| – | – | 0.13% | 183 |
|
|
2018
Q3 | $149K | Sell |
1,452
-32
| -2% | -$3.28K | 0.13% | 194 |
|
|
2018
Q2 | $160K | Buy |
+1,484
| New | +$160K | 0.14% | 189 |
|