Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $225K | Sell |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $184K | Sell |
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|
2018
Q3 | $443K | Sell |
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|
2018
Q2 | $512K | Buy |
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|
2018
Q1 | $519K | Sell |
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|
2017
Q4 | $575K | Sell |
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|
2017
Q3 | $564K | Buy |
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|
2017
Q2 | $630K | Buy |
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|
2017
Q1 | $497K | Sell |
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|
2016
Q4 | $614K | Sell |
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|
2016
Q3 | $658K | Sell |
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|
2016
Q2 | $756K | Sell |
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|
2016
Q1 | $656K | Sell |
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|
2015
Q4 | $682K | Buy |
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