Cavalier Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,388
| Closed | -$934K | – | 93 |
|
|
2023
Q4 | $934K | Sell |
7,388
-5,694
| -44% | -$720K | 0.34% | 63 |
|
|
2023
Q3 | $1.61M | Buy |
13,082
+454
| +4% | +$55.8K | 0.63% | 48 |
|
|
2023
Q2 | $1.86M | Buy |
+12,628
| New | +$1.86M | 0.68% | 41 |
|
|
2017
Q1 | – | Sell |
-4,800
| Closed | -$615K | – | 178 |
|
|
2016
Q4 | $615K | Hold |
4,800
| – | – | 0.4% | 50 |
|
|
2016
Q3 | $651K | Buy |
+4,800
| New | +$651K | 0.4% | 60 |
|