Indiana Trust & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$3.79K | – | 486 |
|
|
2023
Q4 | $3.79K | Hold |
30
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $3.69K | Buy |
+30
| New | +$3.69K | ﹤0.01% | 398 |
|
|
2017
Q2 | – | Sell |
-1,589
| Closed | -$208K | – | 131 |
|
|
2017
Q1 | $208K | Hold |
1,589
| – | – | 0.1% | 114 |
|
|
2016
Q4 | $203K | Hold |
1,589
| – | – | 0.11% | 109 |
|
|
2016
Q3 | $215K | Hold |
1,589
| – | – | 0.11% | 115 |
|
|
2016
Q2 | $242K | Sell |
1,589
-150
| -9% | -$22.8K | 0.12% | 107 |
|
|
2016
Q1 | $226K | Sell |
1,739
-1,207
| -41% | -$157K | 0.12% | 109 |
|
|
2015
Q4 | $297K | Buy |
+2,946
| New | +$297K | 0.15% | 92 |
|
|
2015
Q2 | – | Sell |
-1,795
| Closed | -$208K | – | 129 |
|
|
2015
Q1 | $208K | Sell |
1,795
-1,151
| -39% | -$133K | 0.11% | 112 |
|
|
2014
Q4 | $297K | Sell |
2,946
-710
| -19% | -$71.6K | 0.15% | 92 |
|
|
2014
Q3 | $362K | Sell |
3,656
-30
| -0.8% | -$2.97K | 0.19% | 87 |
|
|
2014
Q2 | $393K | Sell |
3,686
-275
| -7% | -$29.3K | 0.23% | 84 |
|
|
2014
Q1 | $385K | Hold |
3,961
| – | – | 0.24% | 79 |
|
|
2013
Q4 | $410K | Sell |
3,961
-115
| -3% | -$11.9K | 0.23% | 78 |
|
|
2013
Q3 | $428K | Sell |
4,076
-145
| -3% | -$15.2K | 0.26% | 73 |
|
|
2013
Q2 | $435K | Buy |
+4,221
| New | +$435K | 0.36% | 70 |
|