Bingham Osborn & Scarborough’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,643
| Closed | -$421K | – | 165 |
|
|
2020
Q3 | $421K | Buy |
3,643
+3
| +0.1% | +$347 | 0.03% | 103 |
|
|
2020
Q2 | $385K | Sell |
3,640
-1,755
| -33% | -$186K | 0.03% | 103 |
|
|
2020
Q1 | $599K | Sell |
5,395
-19
| -0.4% | -$2.11K | 0.06% | 79 |
|
|
2019
Q4 | $564K | Buy |
5,414
+48
| +0.9% | +$5K | 0.05% | 93 |
|
|
2019
Q3 | $590K | Buy |
5,366
+44
| +0.8% | +$4.84K | 0.05% | 86 |
|
|
2019
Q2 | $613K | Buy |
5,322
+36
| +0.7% | +$4.15K | 0.05% | 81 |
|
|
2019
Q1 | $616K | Sell |
5,286
-11
| -0.2% | -$1.28K | 0.06% | 78 |
|
|
2018
Q4 | $495K | Buy |
5,297
+43
| +0.8% | +$4.02K | 0.05% | 84 |
|
|
2018
Q3 | $539K | Buy |
5,254
+48
| +0.9% | +$4.92K | 0.05% | 81 |
|
|
2018
Q2 | $560K | Sell |
5,206
-442
| -8% | -$47.5K | 0.05% | 74 |
|
|
2018
Q1 | $700K | Sell |
5,648
-916
| -14% | -$114K | 0.07% | 66 |
|
|
2017
Q4 | $815K | Sell |
6,564
-267
| -4% | -$33.2K | 0.07% | 59 |
|
|
2017
Q3 | $717K | Sell |
6,831
-874
| -11% | -$91.7K | 0.07% | 62 |
|
|
2017
Q2 | $912K | Buy |
7,705
+1,896
| +33% | +$224K | 0.09% | 48 |
|
|
2017
Q1 | $761K | Buy |
5,809
+47
| +0.8% | +$6.16K | 0.08% | 55 |
|
|
2016
Q4 | $738K | Buy |
5,762
+33
| +0.6% | +$4.23K | 0.08% | 53 |
|
|
2016
Q3 | $777K | Sell |
5,729
-841
| -13% | -$114K | 0.08% | 51 |
|
|
2016
Q2 | $1M | Buy |
6,570
+33
| +0.5% | +$5.03K | 0.11% | 41 |
|
|
2016
Q1 | $849K | Buy |
6,537
+33
| +0.5% | +$4.29K | 0.1% | 46 |
|
|
2015
Q4 | $802K | Buy |
6,504
+35
| +0.5% | +$4.32K | 0.1% | 45 |
|
|
2015
Q3 | $738K | Buy |
6,469
+36
| +0.6% | +$4.11K | 0.09% | 48 |
|
|
2015
Q2 | $697K | Buy |
6,433
+34
| +0.5% | +$3.68K | 0.08% | 55 |
|
|
2015
Q1 | $741K | Buy |
6,399
+35
| +0.5% | +$4.05K | 0.09% | 54 |
|
|
2014
Q4 | $643K | Buy |
+6,364
| New | +$643K | 0.08% | 63 |
|