Catawba Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $701K | Sell |
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2018
Q1 | $824K | Sell |
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|
2017
Q4 | $826K | Sell |
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|
2017
Q3 | $717K | Sell |
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|
2017
Q2 | $953K | Hold |
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|
2017
Q1 | $1.05M | Sell |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $1.4M | Buy |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $787K | Hold |
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|
2015
Q3 | $728K | Buy |
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|
2015
Q2 | $680K | Buy |
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|
2015
Q1 | $725K | Hold |
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|
2014
Q4 | $632K | Hold |
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|
2014
Q3 | $620K | Hold |
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|
2014
Q2 | $667K | Hold |
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|
2014
Q1 | $609K | Hold |
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|
2013
Q4 | $649K | Hold |
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|
2013
Q3 | $658K | Hold |
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|
2013
Q2 | $646K | Buy |
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