Atwood & Palmer’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
Q3 | – | Sell |
-80
| Closed | -$10K | – | 399 |
|
2022
Q2 | $10K | Hold |
80
| – | – | ﹤0.01% | 326 |
|
2022
Q1 | $11K | Hold |
80
| – | – | ﹤0.01% | 361 |
|
2021
Q4 | $11K | Hold |
80
| – | – | ﹤0.01% | 370 |
|
2021
Q3 | $10K | Hold |
80
| – | – | ﹤0.01% | 355 |
|
2021
Q2 | $10K | Hold |
80
| – | – | ﹤0.01% | 329 |
|
2021
Q1 | $10K | Hold |
80
| – | – | ﹤0.01% | 346 |
|
2020
Q4 | $9K | Buy |
+80
| New | +$9K | ﹤0.01% | 320 |
|
2018
Q1 | – | Sell |
-13
| Closed | -$2K | – | 299 |
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 280 |
|
2017
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 293 |
|
2017
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 305 |
|
2017
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 284 |
|
2016
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 320 |
|
2016
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 313 |
|
2016
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 294 |
|
2016
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 301 |
|
2015
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 381 |
|
2015
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 424 |
|
2015
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 366 |
|
2015
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 311 |
|
2014
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 365 |
|
2014
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 370 |
|
2014
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 323 |
|