Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-908
| Closed | -$101K | – | 283 |
|
|
2020
Q1 | $101K | Buy |
+908
| New | +$101K | 0.01% | 263 |
|
|
2018
Q2 | – | Sell |
-1,915
| Closed | -$237K | – | 271 |
|
|
2018
Q1 | $237K | Sell |
1,915
-230
| -11% | -$28.5K | 0.02% | 240 |
|
|
2017
Q4 | $266K | Sell |
2,145
-837
| -28% | -$104K | 0.02% | 237 |
|
|
2017
Q3 | $313K | Sell |
2,982
-45,310
| -94% | -$4.76M | 0.02% | 220 |
|
|
2017
Q2 | $5.71M | Buy |
48,292
+303
| +0.6% | +$35.9K | 0.41% | 87 |
|
|
2017
Q1 | $6.29M | Buy |
47,989
+1,806
| +4% | +$237K | 0.47% | 78 |
|
|
2016
Q4 | $5.91M | Buy |
46,183
+1,330
| +3% | +$170K | 0.47% | 78 |
|
|
2016
Q3 | $6.08M | Buy |
44,853
+3,885
| +9% | +$527K | 0.5% | 80 |
|
|
2016
Q2 | $6.24M | Buy |
+40,968
| New | +$6.24M | 0.51% | 76 |
|