Well Done LLC’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-203
| Closed | -$19K | – | 563 |
|
2018
Q4 | $19K | Buy |
+203
| New | +$19K | 0.01% | 371 |
|
2018
Q2 | – | Sell |
-1,495
| Closed | -$185K | – | 457 |
|
2018
Q1 | $185K | Buy |
+1,495
| New | +$185K | 0.06% | 113 |
|
2017
Q4 | – | Sell |
-1,920
| Closed | -$201K | – | 145 |
|
2017
Q3 | $201K | Buy |
+1,920
| New | +$201K | 0.06% | 136 |
|