Capitolis Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30,567
| Closed | -$3.91M | – | 117 |
|
|
2022
Q2 | $3.91M | Hold |
30,567
| – | – | 0.2% | 61 |
|
|
2022
Q1 | $4.14M | Hold |
30,567
| – | – | 0.21% | 60 |
|
|
2021
Q4 | $4.15M | Buy |
+30,567
| New | +$4.15M | 0.02% | 333 |
|
|
2021
Q1 | – | Sell |
-1,794
| Closed | -$207K | – | 543 |
|
|
2020
Q4 | $207K | Buy |
+1,794
| New | +$207K | ﹤0.01% | 516 |
|