Kiwi Wealth Investments Limited Partnership’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 |
-24,595
| Closed | -$2.95M | – | 280 |
|
|
2021
Q3 | $2.95M | Sell |
24,595
-8,203
| -25% | -$985K | 0.15% | 157 |
|
|
2021
Q2 | $4.25M | Hold |
32,798
| – | – | 0.22% | 120 |
|
|
2021
Q1 | $4.15M | Buy |
+32,798
| New | +$4.15M | 0.24% | 116 |
|
|
2017
Q2 | – | Sell |
-18,863
| Closed | -$2.47M | – | 176 |
|
|
2017
Q1 | $2.47M | Sell |
18,863
-245
| -1% | -$32.1K | 0.2% | 103 |
|
|
2016
Q4 | $2.45M | Buy |
19,108
+1,402
| +8% | +$180K | 0.21% | 105 |
|
|
2016
Q3 | $2.4M | Buy |
+17,706
| New | +$2.4M | 0.21% | 106 |
|