Laffer Tengler Investments’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
Q1 | – | Sell |
-852
| Closed | -$97.7K | – | 346 |
|
|
2020
Q4 | $97.7K | Buy |
+852
| New | +$97.7K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-5,613
| Closed | -$584K | – | 134 |
|
|
2019
Q4 | $584K | Sell |
5,613
-642
| -10% | -$66.9K | 0.39% | 78 |
|
|
2019
Q3 | $688K | Sell |
6,255
-72
| -1% | -$7.92K | 0.59% | 50 |
|
|
2019
Q2 | $729K | Buy |
6,327
+269
| +4% | +$31K | 0.62% | 43 |
|
|
2019
Q1 | $706K | Buy |
+6,058
| New | +$706K | 0.19% | 135 |
|
|
2013
Q3 | – | Sell |
-34,158
| Closed | -$3.52M | – | 287 |
|
|
2013
Q2 | $3.52M | Buy |
+34,158
| New | +$3.52M | 0.69% | 47 |
|