San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $113K | Hold |
871
| – | – | 0.06% | 265 |
|
|
2021
Q1 | $110K | Buy |
871
+175
| +25% | +$22.1K | 0.05% | 284 |
|
|
2020
Q4 | $81K | Hold |
696
| – | – | 0.04% | 301 |
|
|
2020
Q3 | $81K | Hold |
696
| – | – | 0.04% | 277 |
|
|
2020
Q2 | $74K | Hold |
696
| – | – | 0.04% | 283 |
|
|
2020
Q1 | $77K | Hold |
696
| – | – | 0.05% | 242 |
|
|
2019
Q4 | $73K | Buy |
696
+240
| +53% | +$25.2K | 0.03% | 325 |
|
|
2019
Q3 | $50K | Hold |
456
| – | – | 0.02% | 363 |
|
|
2019
Q2 | $53K | Hold |
456
| – | – | 0.02% | 354 |
|
|
2019
Q1 | $53K | Buy |
456
+440
| +2,750% | +$51.1K | 0.02% | 375 |
|
|
2018
Q4 | $1K | Sell |
16
-55
| -77% | -$3.44K | ﹤0.01% | 900 |
|
|
2018
Q3 | $7K | Sell |
71
-48
| -40% | -$4.73K | ﹤0.01% | 626 |
|
|
2018
Q2 | $13K | Sell |
119
-50
| -30% | -$5.46K | 0.01% | 549 |
|
|
2018
Q1 | $21K | Hold |
169
| – | – | 0.01% | 570 |
|
|
2017
Q4 | $21K | Hold |
169
| – | – | 0.01% | 569 |
|
|
2017
Q3 | $18K | Buy |
169
+103
| +156% | +$11K | 0.01% | 569 |
|
|
2017
Q2 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 560 |
|