Vantage Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 818 |
|
2018
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 859 |
|
2016
Q4 | – | Sell |
-1
| Closed | – | – | 845 |
|
2016
Q3 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 833 |
|
2016
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 740 |
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 779 |
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 748 |
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 752 |
|
2015
Q2 | $1K | Sell |
10
-9
| -47% | -$900 | ﹤0.01% | 727 |
|
2015
Q1 | $2K | Buy |
19
+9
| +90% | +$947 | ﹤0.01% | 770 |
|
2014
Q4 | $1K | Sell |
10
-27
| -73% | -$2.7K | ﹤0.01% | 750 |
|
2014
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 607 |
|
2014
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 601 |
|
2014
Q1 | $4K | Buy |
37
+9
| +32% | +$973 | ﹤0.01% | 560 |
|
2013
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 561 |
|