Wealthcare Advisory Partners’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
Q2 | – | Sell |
-96
| Closed | -$12K | – | 1652 |
|
|
2021
Q1 | $12K | Buy |
+96
| New | +$12K | ﹤0.01% | 1400 |
|
|
2020
Q2 | – | Sell |
-77
| Closed | -$9K | – | 1177 |
|
|
2020
Q1 | $9K | Hold |
77
| – | – | ﹤0.01% | 957 |
|
|
2019
Q4 | $8K | Buy |
77
+1
| +1% | +$104 | ﹤0.01% | 1012 |
|
|
2019
Q3 | $8K | Hold |
76
| – | – | ﹤0.01% | 980 |
|
|
2019
Q2 | $9K | Buy |
76
+1
| +1% | +$118 | ﹤0.01% | 944 |
|
|
2019
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 846 |
|
|
2018
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 872 |
|
|
2018
Q3 | $8K | Buy |
75
+1
| +1% | +$107 | ﹤0.01% | 909 |
|
|
2018
Q2 | $8K | Hold |
74
| – | – | ﹤0.01% | 904 |
|
|
2018
Q1 | $9K | Sell |
74
-2
| -3% | -$243 | ﹤0.01% | 758 |
|
|
2017
Q4 | $9K | Buy |
76
+18
| +31% | +$2.13K | ﹤0.01% | 703 |
|
|
2017
Q3 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 622 |
|