Hillsdale Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-50
| Closed | -$6K | – | 665 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 538 |
|
|
2020
Q3 | $6K | Buy |
50
+10
| +25% | +$1.2K | ﹤0.01% | 533 |
|
|
2020
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 515 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$137K | – | 580 |
|
|
2015
Q3 | $137K | Sell |
1,200
-400
| -25% | -$45.7K | 0.05% | 366 |
|
|
2015
Q2 | $173K | Buy |
1,600
+100
| +7% | +$10.8K | 0.05% | 361 |
|
|
2015
Q1 | $174K | Sell |
1,500
-200
| -12% | -$23.2K | 0.04% | 352 |
|
|
2014
Q4 | $172K | Buy |
1,700
+400
| +31% | +$40.5K | 0.04% | 341 |
|
|
2014
Q3 | $129K | Buy |
1,300
+400
| +44% | +$39.7K | 0.04% | 363 |
|
|
2014
Q2 | $96K | Sell |
900
-100
| -10% | -$10.7K | 0.02% | 390 |
|
|
2014
Q1 | $97K | Sell |
1,000
-200
| -17% | -$19.4K | 0.03% | 380 |
|
|
2013
Q4 | $124K | Hold |
1,200
| – | – | 0.04% | 357 |
|
|
2013
Q3 | $126K | Sell |
1,200
-100
| -8% | -$10.5K | 0.04% | 333 |
|
|
2013
Q2 | $134K | Buy |
+1,300
| New | +$134K | 0.04% | 343 |
|