De Burlo Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,542
| Closed | -$453K | – | 219 |
|
|
2022
Q2 | $453K | Buy |
+3,542
| New | +$453K | 0.13% | 42 |
|
|
2016
Q4 | – | Sell |
-17,900
| Closed | -$2.43M | – | 105 |
|
|
2016
Q3 | $2.43M | Sell |
17,900
-8,900
| -33% | -$1.21M | 0.67% | 59 |
|
|
2016
Q2 | $4.08M | Buy |
+26,800
| New | +$4.08M | 0.99% | 41 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$414K | – | 104 |
|
|
2013
Q4 | $414K | Hold |
4,000
| – | – | 0.1% | 80 |
|
|
2013
Q3 | $420K | Buy |
+4,000
| New | +$420K | 0.11% | 78 |
|