Dumont & Blake Investment Advisors’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 |
-2,635
| Closed | -$337K | – | 193 |
|
|
2022
Q2 | $337K | Sell |
2,635
-15
| -0.6% | -$1.92K | 0.11% | 157 |
|
|
2022
Q1 | $359K | Sell |
2,650
-25
| -0.9% | -$3.39K | 0.1% | 168 |
|
|
2021
Q4 | $363K | Buy |
2,675
+48
| +2% | +$6.51K | 0.09% | 154 |
|
|
2021
Q3 | $315K | Buy |
2,627
+387
| +17% | +$46.4K | 0.09% | 159 |
|
|
2021
Q2 | $290K | Buy |
2,240
+110
| +5% | +$14.2K | 0.08% | 169 |
|
|
2021
Q1 | $270K | Buy |
2,130
+41
| +2% | +$5.2K | 0.08% | 167 |
|
|
2020
Q4 | $241K | Buy |
2,089
+68
| +3% | +$7.85K | 0.08% | 170 |
|
|
2020
Q3 | $233K | Buy |
+2,021
| New | +$233K | 0.09% | 158 |
|