Haverford Trust Company’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 |
-2,332
| Closed | -$259K | – | 277 |
|
|
2020
Q1 | $259K | Sell |
2,332
-586
| -20% | -$65.1K | 0.01% | 235 |
|
|
2019
Q4 | $304K | Buy |
2,918
+70
| +2% | +$7.29K | ﹤0.01% | 256 |
|
|
2019
Q3 | $313K | Buy |
2,848
+376
| +15% | +$41.3K | 0.01% | 248 |
|
|
2019
Q2 | $285K | Sell |
2,472
-195
| -7% | -$22.5K | 0.01% | 253 |
|
|
2019
Q1 | $311K | Buy |
+2,667
| New | +$311K | 0.01% | 240 |
|