Wealthspire Advisors (Maryland)’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 | $237K | Sell |
2,051
-18
| -0.9% | -$2.08K | 0.01% | 406 |
|
|
2020
Q2 | $219K | Buy |
2,069
+62
| +3% | +$6.56K | 0.02% | 402 |
|
|
2020
Q1 | $223K | Buy |
+2,007
| New | +$223K | 0.02% | 362 |
|
|
2019
Q4 | – | Sell |
-1,842
| Closed | -$203K | – | 511 |
|
|
2019
Q3 | $203K | Sell |
1,842
-115
| -6% | -$12.7K | 0.01% | 438 |
|
|
2019
Q2 | $225K | Sell |
1,957
-13
| -0.7% | -$1.5K | 0.02% | 408 |
|
|
2019
Q1 | $230K | Sell |
1,970
-3
| -0.2% | -$350 | 0.02% | 409 |
|
|
2018
Q4 | $184K | Sell |
1,973
-2,346
| -54% | -$219K | 0.02% | 418 |
|
|
2018
Q3 | $443K | Sell |
4,319
-448
| -9% | -$46K | 0.04% | 270 |
|
|
2018
Q2 | $512K | Buy |
4,767
+579
| +14% | +$62.2K | 0.05% | 233 |
|
|
2018
Q1 | $519K | Sell |
4,188
-441
| -10% | -$54.7K | 0.05% | 238 |
|
|
2017
Q4 | $575K | Sell |
4,629
-750
| -14% | -$93.2K | 0.06% | 229 |
|
|
2017
Q3 | $564K | Buy |
5,379
+59
| +1% | +$6.19K | 0.06% | 220 |
|
|
2017
Q2 | $630K | Buy |
5,320
+1,528
| +40% | +$181K | 0.07% | 182 |
|
|
2017
Q1 | $497K | Sell |
3,792
-1,001
| -21% | -$131K | 0.07% | 187 |
|
|
2016
Q4 | $614K | Sell |
4,793
-60
| -1% | -$7.69K | 0.09% | 141 |
|
|
2016
Q3 | $658K | Sell |
4,853
-109
| -2% | -$14.8K | 0.1% | 139 |
|
|
2016
Q2 | $756K | Sell |
4,962
-89
| -2% | -$13.6K | 0.13% | 123 |
|
|
2016
Q1 | $656K | Sell |
5,051
-478
| -9% | -$62.1K | 0.12% | 126 |
|
|
2015
Q4 | $682K | Buy |
+5,529
| New | +$682K | 0.13% | 117 |
|