Everett Harris & Co’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 |
-10,115
| Closed | -$1.3M | – | 268 |
|
|
2022
Q2 | $1.3M | Hold |
10,115
| – | – | 0.02% | 114 |
|
|
2022
Q1 | $1.37M | Hold |
10,115
| – | – | 0.02% | 121 |
|
|
2021
Q4 | $1.37M | Buy |
10,115
+15
| +0.1% | +$2.04K | 0.02% | 120 |
|
|
2021
Q3 | $1.21M | Hold |
10,100
| – | – | 0.02% | 130 |
|
|
2021
Q2 | $1.31M | Hold |
10,100
| – | – | 0.02% | 126 |
|
|
2021
Q1 | $1.28M | Buy |
10,100
+100
| +1% | +$12.7K | 0.02% | 124 |
|
|
2020
Q4 | $1.16M | Sell |
10,000
-100
| -1% | -$11.6K | 0.02% | 123 |
|
|
2020
Q3 | $1.17M | Hold |
10,100
| – | – | 0.02% | 117 |
|
|
2020
Q2 | $1.07M | Hold |
10,100
| – | – | 0.02% | 117 |
|
|
2020
Q1 | $1.12M | Buy |
+10,100
| New | +$1.12M | 0.03% | 114 |
|