Harel Insurance Investments & Financial Services’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-53
| Closed | -$22K | – | 860 |
|
|
2021
Q1 | $22K | Sell |
53
-24
| -31% | -$9.96K | ﹤0.01% | 691 |
|
|
2020
Q4 | $29K | Buy |
77
+9
| +13% | +$3.39K | ﹤0.01% | 652 |
|
|
2020
Q3 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 584 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$215K | – | 511 |
|
|
2018
Q2 | $215K | Hold |
2,000
| – | – | 0.01% | 183 |
|
|
2018
Q1 | $248K | Hold |
2,000
| – | – | 0.01% | 191 |
|
|
2017
Q4 | $248K | Buy |
+2,000
| New | +$248K | 0.02% | 194 |
|
|
2016
Q3 | – | Sell |
-180
| Closed | -$27K | – | 638 |
|
|
2016
Q2 | $27K | Buy |
+180
| New | +$27K | ﹤0.01% | 427 |
|