Eudaimonia Partners’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 |
-2,139
| Closed | -$337K | – | 365 |
|
|
2023
Q1 | $337K | Buy |
+2,139
| New | +$337K | 0.08% | 235 |
|
|
2022
Q3 | – | Sell |
-1,789
| Closed | -$229K | – | 402 |
|
|
2022
Q2 | $229K | Hold |
1,789
| – | – | 0.04% | 343 |
|
|
2022
Q1 | $242K | Buy |
+1,789
| New | +$242K | 0.04% | 349 |
|
|
2021
Q3 | $215K | Hold |
1,789
| – | – | 0.04% | 359 |
|
|
2021
Q2 | $232K | Buy |
1,789
+306
| +21% | +$39.7K | 0.04% | 343 |
|
|
2021
Q1 | $188K | Sell |
1,483
-1
| -0.1% | -$127 | 0.04% | 343 |
|
|
2020
Q4 | $172K | Buy |
1,484
+16
| +1% | +$1.85K | 0.04% | 332 |
|
|
2020
Q3 | $170K | Buy |
1,468
+882
| +151% | +$102K | 0.04% | 308 |
|
|
2020
Q2 | $62K | Hold |
586
| – | – | 0.02% | 452 |
|
|
2020
Q1 | $65K | Hold |
586
| – | – | 0.03% | 409 |
|
|
2019
Q4 | $61K | Buy |
+586
| New | +$61K | 0.02% | 449 |
|