Meritage Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,933
| Closed | -$2.19M | – | 345 |
|
|
2021
Q2 | $2.19M | Sell |
16,933
-7,005
| -29% | -$908K | 0.13% | 173 |
|
|
2021
Q1 | $3.03M | Sell |
23,938
-2,075
| -8% | -$263K | 0.2% | 142 |
|
|
2020
Q4 | $3.01M | Sell |
26,013
-574
| -2% | -$66.4K | 0.22% | 130 |
|
|
2020
Q3 | $3.07M | Buy |
26,587
+5,372
| +25% | +$621K | 0.27% | 92 |
|
|
2020
Q2 | $2.25M | Buy |
+21,215
| New | +$2.25M | 0.22% | 137 |
|