Patriot Financial Group Insurance Agency’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-203
| Closed | -$26K | – | 1702 |
|
|
2022
Q2 | $26K | Hold |
203
| – | – | 0.01% | 929 |
|
|
2022
Q1 | $27K | Sell |
203
-43
| -17% | -$5.72K | ﹤0.01% | 980 |
|
|
2021
Q4 | $33K | Sell |
246
-12
| -5% | -$1.61K | 0.01% | 1026 |
|
|
2021
Q3 | $31K | Buy |
258
+11
| +4% | +$1.32K | 0.01% | 1034 |
|
|
2021
Q2 | $32K | Hold |
247
| – | – | 0.01% | 1001 |
|
|
2021
Q1 | $31K | Buy |
247
+42
| +20% | +$5.27K | 0.01% | 947 |
|
|
2020
Q4 | $24K | Sell |
205
-4
| -2% | -$468 | 0.01% | 918 |
|
|
2020
Q3 | $24K | Buy |
209
+105
| +101% | +$12.1K | 0.01% | 746 |
|
|
2020
Q2 | $11K | Buy |
104
+2
| +2% | +$212 | ﹤0.01% | 955 |
|
|
2020
Q1 | $11K | Sell |
102
-9
| -8% | -$971 | 0.01% | 838 |
|
|
2019
Q4 | $12K | Sell |
111
-65
| -37% | -$7.03K | ﹤0.01% | 801 |
|
|
2019
Q3 | $19K | Buy |
176
+19
| +12% | +$2.05K | 0.01% | 669 |
|
|
2019
Q2 | $18K | Sell |
157
-4
| -2% | -$459 | 0.01% | 685 |
|
|
2019
Q1 | $19K | Buy |
161
+4
| +3% | +$472 | 0.01% | 566 |
|
|
2018
Q4 | $15K | Hold |
157
| – | – | 0.01% | 534 |
|
|
2018
Q3 | $16K | Buy |
157
+101
| +180% | +$10.3K | 0.01% | 527 |
|
|
2018
Q2 | $6K | Sell |
56
-75
| -57% | -$8.04K | 0.01% | 461 |
|
|
2018
Q1 | $16K | Buy |
131
+1
| +0.8% | +$122 | 0.01% | 517 |
|
|
2017
Q4 | $16K | Hold |
130
| – | – | 0.01% | 500 |
|
|
2017
Q3 | $13K | Hold |
130
| – | – | 0.01% | 502 |
|
|
2017
Q2 | $15K | Hold |
130
| – | – | 0.02% | 449 |
|
|
2017
Q1 | $17K | Hold |
130
| – | – | 0.02% | 400 |
|
|
2016
Q4 | $17K | Buy |
+130
| New | +$17K | 0.02% | 379 |
|