TRUE Private Wealth 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
Q1 | – | Sell |
-3,359
| Closed | -$388K | – | 617 |
|
|
2020
Q4 | $388K | Sell |
3,359
-1
| -0% | -$116 | 0.07% | 142 |
|
|
2020
Q3 | $388K | Sell |
3,360
-33
| -1% | -$3.81K | 0.07% | 137 |
|
|
2020
Q2 | $359K | Buy |
3,393
+3,375
| +18,750% | +$357K | 0.07% | 134 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 614 |
|
|
2019
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 781 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$1K | – | 624 |
|
|
2019
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 769 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$3.3K | – | 794 |
|
|
2018
Q3 | $3.3K | Buy |
+32
| New | +$3.3K | ﹤0.01% | 958 |
|