Newfound Research’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
Q2 | – | Sell |
-8
| Closed | -$1K | – | 170 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 79 |
|
|
2019
Q4 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 127 |
|
|
2019
Q3 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 137 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 137 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 135 |
|
|
2018
Q4 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 118 |
|
|
2018
Q3 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 161 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 149 |
|