Voya Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,765
| Closed | -$484K | – | 540 |
|
|
2021
Q1 | $484K | Buy |
3,765
+463
| +14% | +$54.7K | 0.02% | 436 |
|
|
2020
Q4 | $379K | Buy |
3,302
+69
| +2% | +$8.02K | 0.02% | 459 |
|
|
2020
Q3 | $365K | Sell |
3,233
-997
| -24% | -$111K | 0.02% | 427 |
|
|
2020
Q2 | $445K | Sell |
4,230
-213
| -5% | -$23.9K | 0.02% | 391 |
|
|
2020
Q1 | $492K | Sell |
4,443
-2,635
| -37% | -$282K | 0.03% | 356 |
|
|
2019
Q4 | $730K | Buy |
7,078
+249
| +4% | +$26.4K | 0.04% | 323 |
|
|
2019
Q3 | $745K | Sell |
6,829
-95
| -1% | -$10.6K | 0.04% | 297 |
|
|
2019
Q2 | $809K | Buy |
6,924
+200
| +3% | +$24.4K | 0.04% | 278 |
|
|
2019
Q1 | $780K | Buy |
6,724
+112
| +2% | +$11.7K | 0.05% | 268 |
|
|
2018
Q4 | $621K | Buy |
6,612
+231
| +4% | +$24.1K | 0.04% | 278 |
|
|
2018
Q3 | $653K | Buy |
6,381
+157
| +3% | +$17.1K | 0.04% | 299 |
|
|
2018
Q2 | $679K | Buy |
6,224
+12
| +0.2% | +$1.35K | 0.04% | 267 |
|
|
2018
Q1 | $766K | Sell |
6,212
-77
| -1% | -$9.62K | 0.05% | 256 |
|
|
2017
Q4 | $785K | Buy |
6,289
+427
| +7% | +$47.4K | 0.05% | 261 |
|
|
2017
Q3 | $616K | Buy |
5,862
+1,803
| +44% | +$206K | 0.04% | 284 |
|
|
2017
Q2 | $479K | Buy |
4,059
+266
| +7% | +$33.6K | 0.03% | 300 |
|
|
2017
Q1 | $503K | Buy |
3,793
+980
| +35% | +$133K | 0.04% | 284 |
|
|
2016
Q4 | $363K | Buy |
2,813
+542
| +24% | +$70.2K | 0.03% | 335 |
|
|
2016
Q3 | $306K | Buy |
2,271
+455
| +25% | +$66.8K | 0.03% | 326 |
|
|
2016
Q2 | $271K | Buy |
1,816
+165
| +10% | +$21.9K | 0.03% | 323 |
|
|
2016
Q1 | $215K | Sell |
1,651
-215
| -12% | -$27.1K | 0.03% | 351 |
|
|
2015
Q4 | $231K | Buy |
+1,866
| New | +$222K | 0.03% | 312 |
|
Other funds holding SJM
CIP
