New England Research & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,650
| Closed | -$449K | – | 164 |
|
|
2023
Q3 | $449K | Sell |
3,650
-100
| -3% | -$12.3K | 0.26% | 111 |
|
|
2023
Q2 | $554K | Buy |
+3,750
| New | +$554K | 0.32% | 84 |
|
|
2022
Q3 | – | Sell |
-6,125
| Closed | -$784K | – | 184 |
|
|
2022
Q2 | $784K | Buy |
+6,125
| New | +$784K | 0.46% | 81 |
|
|
2021
Q1 | – | Sell |
-4,908
| Closed | -$567K | – | 188 |
|
|
2020
Q4 | $567K | Sell |
4,908
-150
| -3% | -$17.3K | 0.35% | 94 |
|
|
2020
Q3 | $584K | Buy |
+5,058
| New | +$584K | 0.42% | 82 |
|