BCB
Brian C. Broderick’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$217K | – | 77 |
|
|
2021
Q4 | $217K | Buy |
+1,600
| New | +$217K | 0.05% | 73 |
|
|
2019
Q3 | – | Sell |
-1,756
| Closed | -$202K | – | 87 |
|
|
2019
Q2 | $202K | Sell |
1,756
-886
| -34% | -$102K | 0.07% | 82 |
|
|
2019
Q1 | $308K | Sell |
2,642
-310
| -11% | -$36.1K | 0.11% | 68 |
|
|
2018
Q4 | $276K | Sell |
2,952
-2,768
| -48% | -$259K | 0.12% | 71 |
|
|
2018
Q3 | $586K | Sell |
5,720
-4,290
| -43% | -$440K | 0.2% | 61 |
|
|
2018
Q2 | $1.08M | Hold |
10,010
| – | – | 0.39% | 54 |
|
|
2018
Q1 | $1.24M | Sell |
10,010
-350
| -3% | -$43.4K | 0.47% | 53 |
|
|
2017
Q4 | $1.29M | Sell |
10,360
-12,371
| -54% | -$1.54M | 0.47% | 52 |
|
|
2017
Q3 | $2.38M | Sell |
22,731
-2,590
| -10% | -$272K | 0.86% | 39 |
|
|
2017
Q2 | $3M | Buy |
25,321
+6,957
| +38% | +$823K | 1.11% | 33 |
|
|
2017
Q1 | $2.41M | Buy |
18,364
+10,443
| +132% | +$1.37M | 0.98% | 36 |
|
|
2016
Q4 | $1.02M | Buy |
7,921
+3,401
| +75% | +$436K | 0.44% | 56 |
|
|
2016
Q3 | $613K | Sell |
4,520
-425
| -9% | -$57.6K | 0.26% | 64 |
|
|
2016
Q2 | $753K | Buy |
4,945
+95
| +2% | +$14.5K | 0.32% | 60 |
|
|
2016
Q1 | $630K | Buy |
4,850
+2,700
| +126% | +$351K | 0.27% | 64 |
|
|
2015
Q4 | $266K | Buy |
+2,150
| New | +$266K | 0.12% | 87 |
|