Evergreen Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,543
| Closed | -$282K | – | 420 |
|
|
2020
Q1 | $282K | Sell |
2,543
-4,143
| -62% | -$459K | 0.03% | 287 |
|
|
2019
Q4 | $696K | Buy |
6,686
+4,667
| +231% | +$486K | 0.06% | 196 |
|
|
2019
Q3 | $222K | Hold |
2,019
| – | – | 0.02% | 371 |
|
|
2019
Q2 | $233K | Hold |
2,019
| – | – | 0.02% | 355 |
|
|
2019
Q1 | $235K | Buy |
+2,019
| New | +$235K | 0.02% | 331 |
|
|
2018
Q4 | – | Sell |
-2,169
| Closed | -$223K | – | 407 |
|
|
2018
Q3 | $223K | Buy |
2,169
+1
| +0% | +$103 | 0.02% | 340 |
|
|
2018
Q2 | $233K | Sell |
2,168
-908
| -30% | -$97.6K | 0.02% | 316 |
|
|
2018
Q1 | $381K | Buy |
+3,076
| New | +$381K | 0.04% | 223 |
|