Baystate Wealth 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
Q2 | – | Hold |
0
| – | – | – | 1017 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$2K | – | 938 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 778 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$4K | – | 752 |
|
|
2020
Q3 | $4K | Sell |
37
-35
| -49% | -$3.78K | ﹤0.01% | 478 |
|
|
2020
Q2 | $8K | Hold |
72
| – | – | ﹤0.01% | 413 |
|
|
2020
Q1 | $8K | Hold |
72
| – | – | ﹤0.01% | 394 |
|
|
2019
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 417 |
|
|
2019
Q3 | $8K | Buy |
72
+1
| +1% | +$111 | ﹤0.01% | 382 |
|
|
2019
Q2 | $8K | Hold |
71
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $9K | Buy |
71
+1
| +1% | +$127 | ﹤0.01% | 398 |
|
|
2018
Q4 | $7K | Sell |
70
-124
| -64% | -$12.4K | ﹤0.01% | 413 |
|
|
2018
Q3 | $20K | Buy |
194
+1
| +0.5% | +$103 | ﹤0.01% | 303 |
|
|
2018
Q2 | $21K | Buy |
193
+1
| +0.5% | +$109 | ﹤0.01% | 281 |
|
|
2018
Q1 | $22K | Hold |
192
| – | – | ﹤0.01% | 278 |
|
|
2017
Q4 | $24K | Sell |
192
-43
| -18% | -$5.38K | ﹤0.01% | 276 |
|
|
2017
Q3 | $24K | Buy |
235
+166
| +241% | +$17K | ﹤0.01% | 263 |
|
|
2017
Q2 | $8K | Hold |
69
| – | – | ﹤0.01% | 375 |
|
|
2017
Q1 | $9K | Buy |
69
+1
| +1% | +$130 | ﹤0.01% | 346 |
|
|
2016
Q4 | $9K | Buy |
+68
| New | +$9K | ﹤0.01% | 312 |
|
|
2013
Q3 | – | Sell |
-1,000
| Closed | -$103K | – | 198 |
|
|
2013
Q2 | $103K | Buy |
+1,000
| New | +$103K | 0.05% | 56 |
|