TCI Wealth Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-114
| Closed | -$17.9K | – | 1915 |
|
|
2023
Q1 | $17.9K | Hold |
114
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $18.1K | Hold |
114
| – | – | ﹤0.01% | 743 |
|
|
2022
Q3 | $16K | Buy |
114
+6
| +6% | +$818 | ﹤0.01% | 778 |
|
|
2022
Q2 | $14K | Sell |
108
-15
| -12% | -$2K | ﹤0.01% | 820 |
|
|
2022
Q1 | $17K | Hold |
123
| – | – | ﹤0.01% | 779 |
|
|
2021
Q4 | $17K | Sell |
123
-37
| -23% | -$4.72K | ﹤0.01% | 797 |
|
|
2021
Q3 | $19K | Buy |
160
+42
| +36% | +$5.34K | ﹤0.01% | 718 |
|
|
2021
Q2 | $15K | Buy |
118
+78
| +195% | +$10.4K | ﹤0.01% | 726 |
|
|
2021
Q1 | $5K | Buy |
40
+29
| +264% | +$3.42K | ﹤0.01% | 1300 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q2 | $1K | Sell |
11
-4
| -27% | -$449 | ﹤0.01% | 1341 |
|
|
2020
Q1 | $2K | Sell |
15
-2
| -12% | -$214 | ﹤0.01% | 1085 |
|
|
2019
Q4 | $2K | Buy |
17
+9
| +113% | +$953 | ﹤0.01% | 1194 |
|
|
2019
Q3 | $1K | Sell |
8
-4
| -33% | -$446 | ﹤0.01% | 1376 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1294 |
|
|
2019
Q1 | $1K | Sell |
12
-3
| -20% | -$314 | ﹤0.01% | 1298 |
|
|
2018
Q4 | $1K | Buy |
15
+3
| +25% | +$313 | ﹤0.01% | 1301 |
|
|
2018
Q3 | $1K | Buy |
12
+4
| +50% | +$437 | ﹤0.01% | 1318 |
|
|
2018
Q2 | $1K | Sell |
8
-21
| -72% | -$2.36K | ﹤0.01% | 1370 |
|
|
2018
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 795 |
|
|
2017
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 847 |
|
|
2017
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 873 |
|
|
2017
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 910 |
|
|
2017
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 787 |
|
|
2016
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 847 |
|
|
2016
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 802 |
|
|
2016
Q2 | $4K | Sell |
29
-16
| -36% | -$2.13K | ﹤0.01% | 790 |
|
|
2016
Q1 | $6K | Buy |
45
+37
| +463% | +$4.66K | ﹤0.01% | 685 |
|
|
2015
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 965 |
|
|
2015
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 914 |
|
|
2015
Q2 | $1K | Sell |
8
-200
| -96% | -$23.1K | ﹤0.01% | 905 |
|
|
2015
Q1 | $24K | Hold |
208
| – | – | 0.02% | 333 |
|
|
2014
Q4 | $21K | Buy |
208
+200
| +2,500% | +$20.3K | 0.01% | 348 |
|
|
2014
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 828 |
|
|
2014
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 843 |
|
|
2014
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 815 |
|
|
2013
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 800 |
|
|
2013
Q3 | $1K | Buy |
+8
| New | +$866 | ﹤0.01% | 722 |
|
Other funds holding SJM
