Nachman Norwood & Parrott’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
Q2 | $795K | Buy |
6,132
+8
| +0.1% | +$1.04K | 0.08% | 148 |
|
2021
Q1 | $775K | Hold |
6,124
| – | – | 0.09% | 145 |
|
2020
Q4 | $708K | Hold |
6,124
| – | – | 0.08% | 143 |
|
2020
Q3 | $707K | Sell |
6,124
-11
| -0.2% | -$1.27K | 0.1% | 130 |
|
2020
Q2 | $649K | Hold |
6,135
| – | – | 0.11% | 130 |
|
2020
Q1 | $681K | Hold |
6,135
| – | – | 0.14% | 111 |
|
2019
Q4 | $639K | Hold |
6,135
| – | – | 0.1% | 144 |
|
2019
Q3 | $675K | Sell |
6,135
-9
| -0.1% | -$990 | 0.12% | 132 |
|
2019
Q2 | $708K | Hold |
6,144
| – | – | 0.13% | 128 |
|
2019
Q1 | $716K | Buy |
6,144
+150
| +3% | +$17.5K | 0.13% | 120 |
|
2018
Q4 | $560K | Buy |
+5,994
| New | +$560K | 0.12% | 128 |
|