Sun Life Financial’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 | – | Sell |
-1,534
| Closed | -$194K | – | 421 |
|
|
2021
Q1 | $194K | Buy |
1,534
+1,466
| +2,156% | +$185K | 0.02% | 127 |
|
|
2020
Q4 | $8K | Sell |
68
-1
| -1% | -$118 | ﹤0.01% | 417 |
|
|
2020
Q3 | $8K | Sell |
69
-5,330
| -99% | -$618K | ﹤0.01% | 388 |
|
|
2020
Q2 | $571K | Buy |
5,399
+43
| +0.8% | +$4.55K | 0.11% | 66 |
|
|
2020
Q1 | $595K | Buy |
5,356
+5,289
| +7,894% | +$588K | 0.15% | 45 |
|
|
2019
Q4 | $7K | Sell |
67
-25
| -27% | -$2.61K | ﹤0.01% | 384 |
|
|
2019
Q3 | $10K | Hold |
92
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $11K | Sell |
92
-101
| -52% | -$12.1K | ﹤0.01% | 492 |
|
|
2019
Q1 | $22K | Sell |
193
-121
| -39% | -$13.8K | ﹤0.01% | 488 |
|
|
2018
Q4 | $29K | Hold |
314
| – | – | 0.01% | 504 |
|
|
2018
Q3 | $32K | Buy |
314
+6
| +2% | +$611 | 0.01% | 532 |
|
|
2018
Q2 | $33K | Buy |
308
+244
| +381% | +$26.1K | ﹤0.01% | 519 |
|
|
2018
Q1 | $517 | Sell |
64
-184
| -74% | -$1.49K | ﹤0.01% | 428 |
|
|
2017
Q4 | $31K | Sell |
248
-589
| -70% | -$73.6K | ﹤0.01% | 352 |
|
|
2017
Q3 | $88K | Sell |
837
-12
| -1% | -$1.26K | 0.01% | 367 |
|
|
2017
Q2 | $100K | Buy |
849
+841
| +10,513% | +$99.1K | 0.01% | 338 |
|
|
2017
Q1 | $62 | Hold |
8
| – | – | ﹤0.01% | 484 |
|
|
2016
Q4 | $62 | Buy |
+8
| New | +$62 | ﹤0.01% | 435 |
|