Bridgecreek Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,650
| Closed | -$449K | – | 102 |
|
|
2023
Q3 | $449K | Hold |
3,650
| – | – | 0.09% | 71 |
|
|
2023
Q2 | $539K | Hold |
3,650
| – | – | 0.1% | 70 |
|
|
2023
Q1 | $574K | Hold |
3,650
| – | – | 0.12% | 69 |
|
|
2022
Q4 | $578K | Hold |
3,650
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $502K | Hold |
3,650
| – | – | 0.11% | 79 |
|
|
2022
Q2 | $467K | Sell |
3,650
-200
| -5% | -$25.6K | 0.1% | 83 |
|
|
2022
Q1 | $521K | Buy |
3,850
+150
| +4% | +$20.3K | 0.08% | 93 |
|
|
2021
Q4 | $503K | Buy |
+3,700
| New | +$503K | 0.07% | 92 |
|