CSat Investment Advisory’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $64K | Buy |
508
+121
| +31% | +$15.2K | 0.05% | 142 |
|
|
2020
Q4 | $45K | Sell |
387
-279
| -42% | -$32.4K | 0.04% | 167 |
|
|
2020
Q3 | $77K | Sell |
666
-1,857
| -74% | -$215K | 0.01% | 564 |
|
|
2020
Q2 | $267K | Sell |
2,523
-2,142
| -46% | -$227K | 0.03% | 260 |
|
|
2020
Q1 | $518K | Buy |
4,665
+825
| +21% | +$91.6K | 0.11% | 129 |
|
|
2019
Q4 | $399K | Buy |
3,840
+644
| +20% | +$66.9K | 0.11% | 173 |
|
|
2019
Q3 | $352K | Buy |
3,196
+506
| +19% | +$55.7K | 0.11% | 170 |
|
|
2019
Q2 | $310K | Buy |
2,690
+409
| +18% | +$47.1K | 0.11% | 145 |
|
|
2019
Q1 | $266K | Buy |
2,281
+901
| +65% | +$105K | 0.13% | 99 |
|
|
2018
Q4 | $129K | Buy |
1,380
+195
| +16% | +$18.2K | 0.08% | 123 |
|
|
2018
Q3 | $122K | Buy |
1,185
+58
| +5% | +$5.97K | 0.07% | 124 |
|
|
2018
Q2 | $122K | Buy |
+1,127
| New | +$122K | 0.07% | 133 |
|