TrustCore 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
Q3 | – | Sell |
-11
| Closed | -$1K | – | 907 |
|
|
2020
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 839 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 834 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 851 |
|
|
2019
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 909 |
|
|
2019
Q2 | $1K | Sell |
11
-105
| -91% | -$9.55K | ﹤0.01% | 876 |
|
|
2019
Q1 | $14K | Buy |
+116
| New | +$14K | ﹤0.01% | 495 |
|
|
2018
Q4 | – | Sell |
-115
| Closed | -$12K | – | 729 |
|
|
2018
Q3 | $12K | Sell |
115
-6
| -5% | -$626 | ﹤0.01% | 523 |
|
|
2018
Q2 | $13K | Buy |
121
+8
| +7% | +$860 | ﹤0.01% | 511 |
|
|
2018
Q1 | $14K | Buy |
113
+1
| +0.9% | +$124 | 0.01% | 449 |
|
|
2017
Q4 | $14K | Buy |
+112
| New | +$14K | 0.01% | 432 |
|