Inspire Investing’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
Q4 | – | Sell |
-14,923
| Closed | -$1.79M | – | 807 |
|
|
2021
Q3 | $1.79M | Buy |
14,923
+1,478
| +11% | +$177K | 0.23% | 117 |
|
|
2021
Q2 | $1.74M | Buy |
13,445
+3,184
| +31% | +$413K | 0.23% | 92 |
|
|
2021
Q1 | $1.3M | Buy |
10,261
+5,527
| +117% | +$699K | 0.2% | 99 |
|
|
2020
Q4 | $547K | Sell |
4,734
-7,599
| -62% | -$878K | 0.12% | 144 |
|
|
2020
Q3 | $1.42M | Buy |
12,333
+8,725
| +242% | +$1.01M | 0.39% | 52 |
|
|
2020
Q2 | $382K | Sell |
3,608
-202
| -5% | -$21.4K | 0.13% | 141 |
|
|
2020
Q1 | $423K | Sell |
3,810
-1,962
| -34% | -$218K | 0.17% | 119 |
|
|
2019
Q4 | $601K | Buy |
5,772
+1,129
| +24% | +$118K | 0.22% | 148 |
|
|
2019
Q3 | $511K | Sell |
4,643
-727
| -14% | -$80K | 0.19% | 162 |
|
|
2019
Q2 | $619K | Sell |
5,370
-89
| -2% | -$10.3K | 0.26% | 93 |
|
|
2019
Q1 | $636K | Buy |
5,459
+1,504
| +38% | +$175K | 0.3% | 83 |
|
|
2018
Q4 | $370K | Buy |
3,955
+124
| +3% | +$11.6K | 0.25% | 95 |
|
|
2018
Q3 | $393K | Buy |
3,831
+298
| +8% | +$30.6K | 0.24% | 94 |
|
|
2018
Q2 | $380K | Buy |
3,533
+567
| +19% | +$61K | 0.27% | 82 |
|
|
2018
Q1 | $368K | Buy |
2,966
+1,474
| +99% | +$183K | 0.37% | 24 |
|
|
2017
Q4 | $185K | Buy |
+1,492
| New | +$185K | 0.16% | 103 |
|