Private Capital Group’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
Q2 | $61K | Buy |
477
+1
| +0.2% | +$128 | 0.05% | 415 |
|
2022
Q1 | $65K | Buy |
476
+66
| +16% | +$9.01K | 0.01% | 549 |
|
2021
Q4 | $56K | Buy |
410
+24
| +6% | +$3.28K | 0.01% | 633 |
|
2021
Q3 | $46K | Buy |
386
+132
| +52% | +$15.7K | 0.01% | 722 |
|
2021
Q2 | $33K | Buy |
254
+16
| +7% | +$2.08K | 0.01% | 841 |
|
2021
Q1 | $30K | Buy |
238
+8
| +3% | +$1.01K | 0.01% | 854 |
|
2020
Q4 | $27K | Buy |
+230
| New | +$27K | 0.01% | 1058 |
|
2019
Q4 | – | Sell |
-94
| Closed | -$10K | – | 2164 |
|
2019
Q3 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 1476 |
|
2019
Q2 | – | Sell |
-634
| Closed | -$74K | – | 2401 |
|
2019
Q1 | $74K | Buy |
634
+104
| +20% | +$12.1K | 0.01% | 596 |
|
2018
Q4 | $50K | Buy |
+530
| New | +$50K | 0.01% | 662 |
|
2018
Q2 | – | Sell |
-12
| Closed | -$1K | – | 2243 |
|
2018
Q1 | $1K | Sell |
12
-56
| -82% | -$4.67K | ﹤0.01% | 2013 |
|
2017
Q4 | $8 | Buy |
+68
| New | +$8 | ﹤0.01% | 1467 |
|