CIA
Cascade Investment Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,251
| Closed | -$1.31M | – | 196 |
|
|
2022
Q2 | $1.31M | Sell |
10,251
-315
| -3% | -$40.3K | 1.03% | 33 |
|
|
2022
Q1 | $1.43M | Sell |
10,566
-480
| -4% | -$65K | 0.87% | 50 |
|
|
2021
Q4 | $1.5M | Sell |
11,046
-43
| -0.4% | -$5.84K | 0.88% | 49 |
|
|
2021
Q3 | $1.33M | Sell |
11,089
-85
| -0.8% | -$10.2K | 0.87% | 53 |
|
|
2021
Q2 | $1.45M | Sell |
11,174
-95
| -0.8% | -$12.3K | 0.91% | 46 |
|
|
2021
Q1 | $1.43M | Buy |
11,269
+250
| +2% | +$31.6K | 0.93% | 44 |
|
|
2020
Q4 | $1.27M | Hold |
11,019
| – | – | 0.93% | 43 |
|
|
2020
Q3 | $1.27M | Sell |
11,019
-525
| -5% | -$60.6K | 1.08% | 28 |
|
|
2020
Q2 | $1.22M | Buy |
11,544
+240
| +2% | +$25.4K | 1.15% | 23 |
|
|
2020
Q1 | $1.25M | Sell |
11,304
-1,425
| -11% | -$158K | 1.38% | 14 |
|
|
2019
Q4 | $1.33M | Sell |
12,729
-465
| -4% | -$48.4K | 1.01% | 40 |
|
|
2019
Q3 | $1.45M | Buy |
13,194
+460
| +4% | +$50.6K | 1.12% | 24 |
|
|
2019
Q2 | $1.47M | Sell |
12,734
-330
| -3% | -$38K | 1.25% | 20 |
|
|
2019
Q1 | $1.52M | Sell |
13,064
-390
| -3% | -$45.4K | 1.36% | 12 |
|
|
2018
Q4 | $1.26M | Buy |
13,454
+820
| +6% | +$76.7K | 1.27% | 23 |
|
|
2018
Q3 | $1.3M | Buy |
12,634
+970
| +8% | +$99.5K | 1.1% | 33 |
|
|
2018
Q2 | $1.25M | Buy |
11,664
+11,614
| +23,228% | +$1.25M | 1.12% | 31 |
|
|
2018
Q1 | $6.2K | Buy |
+50
| New | +$6.2K | ﹤0.01% | 192 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$6.4K | – | 204 |
|
|
2016
Q4 | $6.4K | Buy |
+50
| New | +$6.4K | 0.01% | 172 |
|