Monte Financial Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,538
| Closed | -$3.49M | – | 75 |
|
|
2019
Q4 | $3.49M | Buy |
33,538
+2,015
| +6% | +$210K | 2.57% | 17 |
|
|
2019
Q3 | $3.47M | Buy |
31,523
+2,391
| +8% | +$263K | 2.8% | 15 |
|
|
2019
Q2 | $3.36M | Buy |
29,132
+645
| +2% | +$74.3K | 2.85% | 10 |
|
|
2019
Q1 | $3.32M | Buy |
28,487
+739
| +3% | +$86.1K | 2.91% | 12 |
|
|
2018
Q4 | $2.59M | Buy |
27,748
+983
| +4% | +$91.9K | 2.75% | 18 |
|
|
2018
Q3 | $2.75M | Buy |
26,765
+3,999
| +18% | +$410K | 2.57% | 18 |
|
|
2018
Q2 | $2.45M | Buy |
+22,766
| New | +$2.45M | 2.49% | 21 |
|