WEC
Winslow Evans & Crocker’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 1020 |
|
|
2020
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1058 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q2 | $2K | Sell |
14
-8
| -36% | -$1.14K | ﹤0.01% | 1099 |
|
|
2019
Q1 | $4K | Sell |
22
-926
| -98% | -$168K | ﹤0.01% | 1045 |
|
|
2018
Q4 | $90K | Hold |
948
| – | – | 0.03% | 374 |
|
|
2018
Q3 | $98K | Hold |
948
| – | – | 0.03% | 376 |
|
|
2018
Q2 | $102K | Hold |
948
| – | – | 0.03% | 367 |
|
|
2018
Q1 | $117K | Hold |
948
| – | – | 0.04% | 326 |
|
|
2017
Q4 | $118K | Hold |
948
| – | – | 0.04% | 334 |
|
|
2017
Q3 | $99.4K | Buy |
948
+913
| +2,609% | +$95.7K | 0.03% | 365 |
|
|
2017
Q2 | $4.14K | Sell |
35
-13
| -27% | -$1.54K | ﹤0.01% | 1091 |
|
|
2017
Q1 | $6.16K | Sell |
48
-76
| -61% | -$9.76K | ﹤0.01% | 995 |
|
|
2016
Q4 | $15.6K | Buy |
124
+4
| +3% | +$504 | ﹤0.01% | 778 |
|
|
2016
Q3 | $16K | Sell |
120
-42
| -26% | -$5.6K | ﹤0.01% | 789 |
|
|
2016
Q2 | $24.5K | Sell |
162
-31
| -16% | -$4.7K | 0.01% | 654 |
|
|
2016
Q1 | $25.1K | Sell |
193
-43
| -18% | -$5.58K | 0.01% | 644 |
|
|
2015
Q4 | $28.9K | Buy |
236
+52
| +28% | +$6.36K | 0.01% | 657 |
|
|
2015
Q3 | $20.8K | Buy |
184
+34
| +23% | +$3.84K | 0.01% | 709 |
|
|
2015
Q2 | $16K | Buy |
150
+92
| +159% | +$9.84K | ﹤0.01% | 814 |
|
|
2015
Q1 | $6.6K | Hold |
58
| – | – | ﹤0.01% | 976 |
|
|
2014
Q4 | $5.76K | Hold |
58
| – | – | ﹤0.01% | 1007 |
|
|
2014
Q3 | $5.64K | Sell |
58
-4
| -6% | -$389 | ﹤0.01% | 1045 |
|
|
2014
Q2 | $6.61K | Sell |
62
-28
| -31% | -$2.98K | ﹤0.01% | 959 |
|
|
2014
Q1 | $8.75K | Hold |
90
| – | – | ﹤0.01% | 879 |
|
|
2013
Q4 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 948 |
|