Santori & Peters Inc’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
Q1 | – | Sell |
-2,805
| Closed | -$325K | – | 78 |
|
|
2020
Q4 | $325K | Hold |
2,805
| – | – | 0.18% | 54 |
|
|
2020
Q3 | $324K | Buy |
+2,805
| New | +$324K | 0.21% | 52 |
|
|
2020
Q2 | – | Sell |
-3,709
| Closed | -$411K | – | 74 |
|
|
2020
Q1 | $411K | Buy |
3,709
+1,276
| +52% | +$141K | 0.36% | 43 |
|
|
2019
Q4 | $253K | Buy |
+2,433
| New | +$253K | 0.17% | 67 |
|
|
2018
Q1 | – | Sell |
-96
| Closed | -$11K | – | 444 |
|
|
2017
Q4 | $11K | Buy |
+96
| New | +$11K | 0.01% | 286 |
|