Westover Capital Advisors’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
Q1 | – | Sell |
-2,187
| Closed | -$253K | – | 173 |
|
|
2020
Q4 | $253K | Hold |
2,187
| – | – | 0.09% | 133 |
|
|
2020
Q3 | $253K | Buy |
2,187
+187
| +9% | +$21.6K | 0.1% | 120 |
|
|
2020
Q2 | $212K | Hold |
2,000
| – | – | 0.1% | 109 |
|
|
2020
Q1 | $222K | Hold |
2,000
| – | – | 0.12% | 106 |
|
|
2019
Q4 | $208K | Hold |
2,000
| – | – | 0.09% | 138 |
|
|
2019
Q3 | $220K | Hold |
2,000
| – | – | 0.1% | 128 |
|
|
2019
Q2 | $230K | Hold |
2,000
| – | – | 0.11% | 124 |
|
|
2019
Q1 | $233K | Buy |
+2,000
| New | +$233K | 0.12% | 118 |
|