Laurie J. Hall Trustee’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 |
-7
| Closed | -$1K | – | 346 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 332 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 318 |
|
|
2019
Q4 | $86K | Hold |
828
| – | – | 0.04% | 151 |
|
|
2019
Q3 | $91K | Sell |
828
-25
| -3% | -$2.75K | 0.05% | 146 |
|
|
2019
Q2 | $98K | Hold |
853
| – | – | 0.05% | 143 |
|
|
2019
Q1 | $100K | Sell |
853
-117
| -12% | -$13.7K | 0.05% | 142 |
|
|
2018
Q4 | $138K | Buy |
970
+110
| +13% | +$15.6K | 0.08% | 121 |
|
|
2018
Q3 | $88K | Hold |
860
| – | – | 0.05% | 161 |
|
|
2018
Q2 | $93K | Buy |
860
+50
| +6% | +$5.41K | 0.05% | 159 |
|
|
2018
Q1 | $101K | Buy |
810
+490
| +153% | +$61.1K | 0.06% | 140 |
|
|
2017
Q4 | $40K | Sell |
320
-4,544
| -93% | -$568K | 0.02% | 200 |
|
|
2017
Q3 | $510K | Hold |
4,864
| – | – | 0.32% | 58 |
|
|
2017
Q2 | $576K | Buy |
4,864
+1,890
| +64% | +$224K | 0.37% | 58 |
|
|
2017
Q1 | $387K | Buy |
2,974
+2,774
| +1,387% | +$361K | 0.25% | 65 |
|
|
2016
Q4 | $26K | Buy |
+200
| New | +$26K | 0.02% | 192 |
|
|
2016
Q2 | $8K | Sell |
50
-32
| -39% | -$5.12K | 0.01% | 251 |
|
|
2016
Q1 | $10K | Sell |
82
-57
| -41% | -$6.95K | 0.01% | 204 |
|
|
2015
Q4 | $18K | Buy |
+139
| New | +$18K | 0.01% | 179 |
|