CSat Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $64K | Buy |
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|
2020
Q4 | $45K | Sell |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $518K | Buy |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $310K | Buy |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $129K | Buy |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $122K | Buy |
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