Aigen Investment Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,157
| Closed | -$1.4M | – | 747 |
|
2022
Q3 | $1.4M | Sell |
10,157
-796
| -7% | -$109K | 0.2% | 144 |
|
2022
Q2 | $1.4M | Buy |
+10,953
| New | +$1.4M | 0.24% | 130 |
|
2022
Q1 | – | Sell |
-43,498
| Closed | -$5.8M | – | 1018 |
|
2021
Q4 | $5.8M | Buy |
+43,498
| New | +$5.8M | 0.36% | 61 |
|
2021
Q2 | – | Sell |
-5,602
| Closed | -$709K | – | 710 |
|
2021
Q1 | $709K | Buy |
+5,602
| New | +$709K | 0.09% | 233 |
|
2020
Q4 | – | Sell |
-4,553
| Closed | -$526K | – | 1019 |
|
2020
Q3 | $526K | Buy |
+4,553
| New | +$526K | 0.07% | 385 |
|
2020
Q2 | – | Sell |
-1,284
| Closed | -$143K | – | 1238 |
|
2020
Q1 | $143K | Sell |
1,284
-700
| -35% | -$78K | 0.02% | 794 |
|
2019
Q4 | $207K | Buy |
+1,984
| New | +$207K | 0.03% | 538 |
|