C.M. Bidwell & Associates’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 |
-766
| Closed | -$94.1K | – | 567 |
|
|
2023
Q3 | $94.1K | Buy |
+766
| New | +$94.1K | 0.07% | 244 |
|
|
2021
Q3 | – | Sell |
-516
| Closed | -$67K | – | 608 |
|
|
2021
Q2 | $67K | Buy |
516
+47
| +10% | +$6.1K | 0.04% | 276 |
|
|
2021
Q1 | $59K | Buy |
+469
| New | +$59K | 0.04% | 291 |
|
|
2020
Q4 | – | Sell |
-901
| Closed | -$104K | – | 535 |
|
|
2020
Q3 | $104K | Buy |
+901
| New | +$104K | 0.1% | 204 |
|
|
2020
Q2 | – | Sell |
-911
| Closed | -$101K | – | 455 |
|
|
2020
Q1 | $101K | Buy |
+911
| New | +$101K | 0.11% | 170 |
|
|
2014
Q3 | – | Sell |
-3,040
| Closed | -$324K | – | 281 |
|
|
2014
Q2 | $324K | Buy |
+3,040
| New | +$324K | 0.07% | 110 |
|