Northwest & Ethical Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
+13,121
| New | +$1.29M | 0.03% | 300 |
|
|
2024
Q1 | – | Sell |
-2,607
| Closed | -$329K | – | 498 |
|
|
2023
Q4 | $329K | Sell |
2,607
-152
| -6% | -$19.2K | 0.01% | 331 |
|
|
2023
Q3 | $339K | Sell |
2,759
-83
| -3% | -$10.2K | 0.01% | 340 |
|
|
2023
Q2 | $420K | Hold |
2,842
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $447K | Hold |
2,842
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $450K | Sell |
2,842
-642
| -18% | -$102K | 0.02% | 347 |
|
|
2022
Q3 | $479K | Hold |
3,484
| – | – | 0.02% | 350 |
|
|
2022
Q2 | $446K | Sell |
3,484
-9,726
| -74% | -$1.25M | 0.02% | 357 |
|
|
2022
Q1 | $1.79M | Buy |
13,210
+9,267
| +235% | +$1.25M | 0.06% | 260 |
|
|
2021
Q4 | $536K | Sell |
3,943
-23,875
| -86% | -$3.24M | 0.02% | 344 |
|
|
2021
Q3 | $3.34M | Sell |
27,818
-328
| -1% | -$39.4K | 0.11% | 197 |
|
|
2021
Q2 | $3.65M | Buy |
28,146
+4,282
| +18% | +$555K | 0.12% | 186 |
|
|
2021
Q1 | $3.02M | Buy |
23,864
+13,171
| +123% | +$1.67M | 0.11% | 219 |
|
|
2020
Q4 | $1.24M | Hold |
10,693
| – | – | 0.05% | 302 |
|
|
2020
Q3 | $1.24M | Buy |
+10,693
| New | +$1.24M | 0.05% | 285 |
|
|
2019
Q4 | – | Sell |
-13,772
| Closed | -$1.52M | – | 387 |
|
|
2019
Q3 | $1.52M | Hold |
13,772
| – | – | 0.07% | 283 |
|
|
2019
Q2 | $1.59M | Buy |
+13,772
| New | +$1.59M | 0.08% | 282 |
|
|
2017
Q4 | – | Sell |
-11,600
| Closed | -$1.22M | – | 366 |
|
|
2017
Q3 | $1.22M | Buy |
11,600
+300
| +3% | +$31.5K | 0.08% | 267 |
|
|
2017
Q2 | $1.34M | Buy |
11,300
+400
| +4% | +$47.3K | 0.09% | 250 |
|
|
2017
Q1 | $1.43M | Buy |
+10,900
| New | +$1.43M | 0.1% | 239 |
|