CI
CX Institutional’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44K | Sell |
450
-1,427
| -76% | -$140K | ﹤0.01% | 876 |
|
|
2025
Q1 | $222K | Buy |
+1,877
| New | +$222K | 0.01% | 570 |
|
|
2022
Q3 | – | Sell |
-496
| Closed | -$64K | – | 1023 |
|
|
2022
Q2 | $64K | Buy |
+496
| New | +$64K | ﹤0.01% | 625 |
|
|
2021
Q4 | – | Sell |
-206
| Closed | -$25K | – | 809 |
|
|
2021
Q3 | $25K | Sell |
206
-5
| -2% | -$607 | ﹤0.01% | 705 |
|
|
2021
Q2 | $27K | Buy |
211
+35
| +20% | +$4.48K | ﹤0.01% | 683 |
|
|
2021
Q1 | $22K | Buy |
176
+36
| +26% | +$4.5K | ﹤0.01% | 660 |
|
|
2020
Q4 | $16K | Buy |
140
+51
| +57% | +$5.83K | ﹤0.01% | 661 |
|
|
2020
Q3 | $10K | Buy |
89
+42
| +89% | +$4.72K | ﹤0.01% | 674 |
|
|
2020
Q2 | $5K | Buy |
47
+27
| +135% | +$2.87K | ﹤0.01% | 674 |
|
|
2020
Q1 | $2K | Buy |
20
+2
| +11% | +$200 | ﹤0.01% | 690 |
|
|
2019
Q4 | $2K | Sell |
18
-16
| -47% | -$1.78K | ﹤0.01% | 684 |
|
|
2019
Q3 | $4K | Buy |
34
+3
| +10% | +$353 | ﹤0.01% | 635 |
|
|
2019
Q2 | $4K | Buy |
31
+4
| +15% | +$516 | ﹤0.01% | 665 |
|
|
2019
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 648 |
|