Founders Capital Management (Connecticut)’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
Q3 | – | Sell |
-6,289
| Closed | -$929K | – | 78 |
|
|
2023
Q2 | $929K | Hold |
6,289
| – | – | 0.21% | 45 |
|
|
2023
Q1 | $990K | Sell |
6,289
-281
| -4% | -$44.2K | 0.25% | 41 |
|
|
2022
Q4 | $1.04M | Sell |
6,570
-150
| -2% | -$23.8K | 0.28% | 40 |
|
|
2022
Q3 | $923K | Sell |
6,720
-167
| -2% | -$22.9K | 0.26% | 43 |
|
|
2022
Q2 | $882K | Sell |
6,887
-5
| -0.1% | -$640 | 0.23% | 46 |
|
|
2022
Q1 | $933K | Buy |
6,892
+19
| +0.3% | +$2.57K | 0.2% | 44 |
|
|
2021
Q4 | $933K | Sell |
6,873
-10,763
| -61% | -$1.46M | 0.2% | 41 |
|
|
2021
Q3 | $2.12M | Sell |
17,636
-125
| -0.7% | -$15K | 0.53% | 34 |
|
|
2021
Q2 | $2.3M | Sell |
17,761
-114
| -0.6% | -$14.8K | 0.56% | 35 |
|
|
2021
Q1 | $2.26M | Sell |
17,875
-424
| -2% | -$53.7K | 0.57% | 35 |
|
|
2020
Q4 | $2.12M | Sell |
18,299
-152
| -0.8% | -$17.6K | 0.61% | 35 |
|
|
2020
Q3 | $2.13M | Sell |
18,451
-217
| -1% | -$25.1K | 0.68% | 31 |
|
|
2020
Q2 | $1.98M | Sell |
18,668
-1,203
| -6% | -$127K | 0.68% | 32 |
|
|
2020
Q1 | $2.21M | Sell |
19,871
-6,269
| -24% | -$696K | 0.88% | 29 |
|
|
2019
Q4 | $2.72M | Sell |
26,140
-96
| -0.4% | -$10K | 0.9% | 24 |
|
|
2019
Q3 | $2.83M | Buy |
26,236
+232
| +0.9% | +$25K | 1% | 22 |
|
|
2019
Q2 | $3M | Sell |
26,004
-1,000
| -4% | -$115K | 1.06% | 22 |
|
|
2019
Q1 | $3.15M | Buy |
27,004
+22,302
| +474% | +$2.6M | 1.15% | 21 |
|
|
2018
Q4 | $440K | Hold |
4,702
| – | – | 0.19% | 35 |
|
|
2018
Q3 | $479K | Buy |
4,702
+2,346
| +100% | +$239K | 0.2% | 38 |
|
|
2018
Q2 | $253K | Buy |
+2,356
| New | +$253K | 0.12% | 47 |
|