Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $123K | Hold |
912
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $124K | Hold |
912
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $109K | Hold |
912
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $118K | Buy |
912
+662
| +265% | +$85.7K | 0.01% | 247 |
|
|
2021
Q1 | $32K | Hold |
250
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $29K | Hold |
250
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $29K | Hold |
250
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $26K | Hold |
250
| – | – | ﹤0.01% | 344 |
|
|
2020
Q1 | $28K | Sell |
250
-285
| -53% | -$31.9K | ﹤0.01% | 328 |
|
|
2019
Q4 | $56K | Hold |
535
| – | – | 0.01% | 294 |
|
|
2019
Q3 | $59K | Buy |
535
+50
| +10% | +$5.51K | 0.01% | 270 |
|
|
2019
Q2 | $56K | Buy |
485
+200
| +70% | +$23.1K | 0.01% | 245 |
|
|
2019
Q1 | $33K | Hold |
285
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $27K | Hold |
285
| – | – | 0.01% | 282 |
|
|
2018
Q3 | $29K | Sell |
285
-49
| -15% | -$4.99K | 0.01% | 292 |
|
|
2018
Q2 | $36K | Hold |
334
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $41K | Buy |
+334
| New | +$41K | 0.01% | 257 |
|
|
2016
Q4 | – | Sell |
-76
| Closed | -$10K | – | 318 |
|
|
2016
Q3 | $10K | Hold |
76
| – | – | ﹤0.01% | 299 |
|
|
2016
Q2 | $12K | Buy |
+76
| New | +$12K | ﹤0.01% | 309 |
|