Foster Dykema Cabot & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,803
| Closed | -$604K | – | 98 |
|
|
2019
Q4 | $604K | Sell |
5,803
-100
| -2% | -$10.4K | 0.08% | 57 |
|
|
2019
Q3 | $649K | Hold |
5,903
| – | – | 0.1% | 58 |
|
|
2019
Q2 | $680K | Hold |
5,903
| – | – | 0.1% | 58 |
|
|
2019
Q1 | $688K | Buy |
5,903
+100
| +2% | +$11.7K | 0.11% | 54 |
|
|
2018
Q4 | $543K | Hold |
5,803
| – | – | 0.1% | 60 |
|
|
2018
Q3 | $595K | Hold |
5,803
| – | – | 0.1% | 62 |
|
|
2018
Q2 | $644K | Hold |
5,803
| – | – | 0.11% | 57 |
|
|
2018
Q1 | $720K | Hold |
5,803
| – | – | 0.12% | 57 |
|
|
2017
Q4 | $721K | Hold |
5,803
| – | – | 0.12% | 58 |
|
|
2017
Q3 | $609K | Hold |
5,803
| – | – | 0.11% | 60 |
|
|
2017
Q2 | $687K | Hold |
5,803
| – | – | 0.12% | 60 |
|
|
2017
Q1 | $761K | Hold |
5,803
| – | – | 0.14% | 56 |
|
|
2016
Q4 | $743K | Buy |
+5,803
| New | +$743K | 0.14% | 57 |
|