Cutter & Co Brokerage’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,411
| Closed | -$222K | – | 220 |
|
|
2023
Q1 | $222K | Sell |
1,411
-154
| -10% | -$24.2K | 0.07% | 182 |
|
|
2022
Q4 | $248K | Buy |
1,565
+3
| +0.2% | +$475 | 0.08% | 167 |
|
|
2022
Q3 | $215K | Buy |
+1,562
| New | +$215K | 0.08% | 179 |
|
|
2022
Q1 | – | Sell |
-1,519
| Closed | -$206K | – | 270 |
|
|
2021
Q4 | $206K | Buy |
+1,519
| New | +$206K | 0.06% | 250 |
|
|
2020
Q2 | – | Sell |
-1,867
| Closed | -$207K | – | 269 |
|
|
2020
Q1 | $207K | Buy |
+1,867
| New | +$207K | 0.08% | 184 |
|
|
2019
Q4 | – | Sell |
-1,965
| Closed | -$216K | – | 292 |
|
|
2019
Q3 | $216K | Buy |
1,965
+34
| +2% | +$3.74K | 0.07% | 254 |
|
|
2019
Q2 | $223K | Buy |
+1,931
| New | +$223K | 0.07% | 253 |
|