Parsons Capital 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
Q3 | – | Sell |
-9,311
| Closed | -$1.37M | – | 429 |
|
|
2023
Q2 | $1.37M | Buy |
9,311
+570
| +7% | +$84.2K | 0.1% | 176 |
|
|
2023
Q1 | $1.38M | Hold |
8,741
| – | – | 0.11% | 173 |
|
|
2022
Q4 | $1.39M | Buy |
+8,741
| New | +$1.39M | 0.12% | 168 |
|
|
2018
Q2 | – | Sell |
-1,725
| Closed | -$214K | – | 361 |
|
|
2018
Q1 | $214K | Sell |
1,725
-700
| -29% | -$86.8K | 0.02% | 340 |
|
|
2017
Q4 | $301K | Buy |
+2,425
| New | +$301K | 0.03% | 306 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$69K | – | 500 |
|
|
2015
Q1 | $69K | Buy |
+600
| New | +$69K | 0.01% | 429 |
|