Berman Capital Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $54K | Buy |
464
+88
| +23% | +$10.2K | 0.01% | 651 |
|
|
2021
Q2 | $48K | Buy |
376
+2
| +0.5% | +$255 | 0.01% | 603 |
|
|
2021
Q1 | $47K | Buy |
374
+287
| +330% | +$36.1K | 0.01% | 503 |
|
|
2020
Q4 | $10K | Buy |
87
+20
| +30% | +$2.3K | ﹤0.01% | 930 |
|
|
2020
Q3 | $7K | Sell |
67
-11
| -14% | -$1.15K | ﹤0.01% | 936 |
|
|
2020
Q2 | $8K | Buy |
78
+11
| +16% | +$1.13K | ﹤0.01% | 846 |
|
|
2020
Q1 | $7K | Buy |
67
+3
| +5% | +$313 | ﹤0.01% | 799 |
|
|
2019
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 932 |
|
|
2019
Q3 | $7K | Sell |
64
-9
| -12% | -$984 | ﹤0.01% | 850 |
|
|
2019
Q2 | $8K | Buy |
73
+8
| +12% | +$877 | ﹤0.01% | 821 |
|
|
2019
Q1 | $7K | Buy |
65
+54
| +491% | +$5.82K | ﹤0.01% | 786 |
|
|
2018
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1056 |
|