Mercer Capital Advisers’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
Q3 | $79K | Hold |
661
| – | – | 0.04% | 129 |
|
2021
Q2 | $86K | Hold |
661
| – | – | 0.04% | 133 |
|
2021
Q1 | $84K | Hold |
661
| – | – | 0.05% | 131 |
|
2020
Q4 | $76K | Hold |
661
| – | – | 0.04% | 128 |
|
2020
Q3 | $76K | Hold |
661
| – | – | 0.05% | 123 |
|
2020
Q2 | $70K | Hold |
661
| – | – | 0.04% | 125 |
|
2020
Q1 | $73K | Hold |
661
| – | – | 0.05% | 116 |
|
2019
Q4 | $69K | Hold |
661
| – | – | 0.04% | 136 |
|
2019
Q3 | $73K | Hold |
661
| – | – | 0.05% | 134 |
|
2019
Q2 | $76K | Hold |
661
| – | – | 0.05% | 135 |
|
2019
Q1 | $77K | Hold |
661
| – | – | 0.05% | 131 |
|
2018
Q4 | $62K | Hold |
661
| – | – | 0.05% | 138 |
|
2018
Q3 | $68K | Buy |
+661
| New | +$68K | 0.05% | 137 |
|
2016
Q4 | – | Sell |
-201
| Closed | -$27K | – | 277 |
|
2016
Q3 | $27K | Buy |
+201
| New | +$27K | 0.02% | 200 |
|