Bedel Financial Consulting’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 | – | Sell |
-602
| Closed | -$82K | – | 766 |
|
|
2022
Q1 | $82K | Hold |
602
| – | – | 0.03% | 307 |
|
|
2021
Q4 | $82K | Hold |
602
| – | – | 0.03% | 311 |
|
|
2021
Q3 | $72K | Hold |
602
| – | – | 0.02% | 327 |
|
|
2021
Q2 | $78K | Hold |
602
| – | – | 0.03% | 315 |
|
|
2021
Q1 | $76K | Buy |
602
+600
| +30,000% | +$75.7K | 0.03% | 308 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 872 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 851 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 906 |
|
|
2020
Q1 | $0 | Sell |
2
-871
| -100% | – | ﹤0.01% | 903 |
|
|
2019
Q4 | $91K | Hold |
873
| – | – | 0.05% | 221 |
|
|
2019
Q3 | $96K | Hold |
873
| – | – | 0.06% | 209 |
|
|
2019
Q2 | $101K | Hold |
873
| – | – | 0.06% | 196 |
|
|
2019
Q1 | $102K | Hold |
873
| – | – | 0.07% | 190 |
|
|
2018
Q4 | $82K | Hold |
873
| – | – | 0.06% | 199 |
|
|
2018
Q3 | $92K | Hold |
873
| – | – | 0.06% | 203 |
|
|
2018
Q2 | $94K | Hold |
873
| – | – | 0.07% | 200 |
|
|
2018
Q1 | $108K | Buy |
+873
| New | +$108K | 0.08% | 188 |
|