Jaffetilchin 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-159
| Closed | -$19.3K | – | 1143 |
|
2024
Q3 | $19.3K | Buy |
+159
| New | +$19.3K | ﹤0.01% | 773 |
|
2019
Q3 | – | Sell |
-4,962
| Closed | -$572K | – | 260 |
|
2019
Q2 | $572K | Buy |
+4,962
| New | +$572K | 0.13% | 114 |
|
2019
Q1 | – | Sell |
-3,108
| Closed | -$291K | – | 312 |
|
2018
Q4 | $291K | Buy |
+3,108
| New | +$291K | 0.07% | 192 |
|
2017
Q2 | – | Sell |
-3,396
| Closed | -$445K | – | 282 |
|
2017
Q1 | $445K | Sell |
3,396
-46
| -1% | -$6.03K | 0.11% | 150 |
|
2016
Q4 | $441K | Buy |
3,442
+1,016
| +42% | +$130K | 0.13% | 131 |
|
2016
Q3 | $329K | Sell |
2,426
-5,449
| -69% | -$739K | 0.1% | 146 |
|
2016
Q2 | $1.2M | Buy |
7,875
+5,569
| +242% | +$849K | 0.36% | 39 |
|
2016
Q1 | $299K | Sell |
2,306
-310
| -12% | -$40.2K | 0.09% | 140 |
|
2015
Q4 | $323K | Buy |
+2,616
| New | +$323K | 0.1% | 143 |
|