Investment Partners’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,978
| Closed | -$822K | – | 227 |
|
|
2022
Q3 | $822K | Buy |
+5,978
| New | +$822K | 0.24% | 96 |
|
|
2017
Q1 | – | Sell |
-4,939
| Closed | -$633K | – | 116 |
|
|
2016
Q4 | $633K | Sell |
4,939
-4,798
| -49% | -$615K | 0.62% | 58 |
|
|
2016
Q3 | $1.32M | Buy |
9,737
+4,651
| +91% | +$631K | 0.75% | 44 |
|
|
2016
Q2 | $775K | Buy |
5,086
+375
| +8% | +$57.1K | 0.77% | 49 |
|
|
2016
Q1 | $581K | Buy |
+4,711
| New | +$581K | 0.38% | 77 |
|