Wills Financial Group’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
Q1 | – | Sell |
-17,336
| Closed | -$1.81M | – | 59 |
|
|
2019
Q4 | $1.81M | Sell |
17,336
-3,775
| -18% | -$393K | 1.04% | 36 |
|
|
2019
Q3 | $2.32M | Sell |
21,111
-20
| -0.1% | -$2.2K | 1.49% | 27 |
|
|
2019
Q2 | $2.43M | Buy |
21,131
+1,605
| +8% | +$185K | 1.59% | 27 |
|
|
2019
Q1 | $2.27M | Buy |
19,526
+700
| +4% | +$81.5K | 1.54% | 27 |
|
|
2018
Q4 | $1.76M | Buy |
18,826
+3,219
| +21% | +$301K | 1.35% | 29 |
|
|
2018
Q3 | $1.6M | Buy |
+15,607
| New | +$1.6M | 1.06% | 32 |
|