WESPAC Advisors SoCal’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
Q2 | – | Sell |
-3
| Closed | – | – | 259 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 372 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 317 |
|
|
2018
Q2 | – | Sell |
-3
| Closed | – | – | 225 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 297 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 281 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 274 |
|
|
2017
Q2 | $0 | Sell |
3
-23,447
| -100% | – | ﹤0.01% | 251 |
|
|
2017
Q1 | $3.07M | Sell |
23,450
-13,980
| -37% | -$1.83M | 1.91% | 26 |
|
|
2016
Q4 | $4.79M | Sell |
37,430
-894
| -2% | -$114K | 3.1% | 12 |
|
|
2016
Q3 | $5.19M | Buy |
38,324
+641
| +2% | +$86.9K | 3.51% | 5 |
|
|
2016
Q2 | $5.74M | Sell |
37,683
-1,170
| -3% | -$178K | 3.74% | 5 |
|
|
2016
Q1 | $5.04M | Sell |
38,853
-785
| -2% | -$102K | 3.72% | 7 |
|
|
2015
Q4 | $4.89M | Buy |
+39,638
| New | +$4.89M | 3.23% | 11 |
|