Wealthcare Capital Management’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 |
-23
| Closed | -$3K | – | 566 |
|
|
2021
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 509 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$1K | – | 211 |
|
|
2020
Q1 | $1K | Sell |
12
-21
| -64% | -$1.75K | ﹤0.01% | 239 |
|
|
2019
Q4 | $3K | Buy |
33
+21
| +175% | +$1.91K | ﹤0.01% | 368 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 184 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 176 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 183 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 180 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 184 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 187 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 190 |
|
|
2017
Q4 | $1K | Sell |
12
-4
| -25% | -$333 | ﹤0.01% | 213 |
|
|
2017
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 166 |
|
|
2017
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 159 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 162 |
|
|
2016
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 160 |
|
|
2016
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 173 |
|
|
2016
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 175 |
|
|
2016
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 184 |
|
|
2015
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 196 |
|
|
2015
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 214 |
|
|
2015
Q2 | $2K | Sell |
16
-154
| -91% | -$19.3K | ﹤0.01% | 336 |
|
|
2015
Q1 | $20K | Buy |
170
+154
| +963% | +$18.1K | ﹤0.01% | 402 |
|
|
2014
Q4 | $2K | Buy |
16
+12
| +300% | +$1.5K | ﹤0.01% | 175 |
|
|
2014
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 247 |
|
|
2014
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 170 |
|
|
2014
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 167 |
|