Vigilant Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $236K | Sell |
1,600
-400
| -20% | -$59K | 0.02% | 136 |
|
|
2023
Q1 | $315K | Buy |
2,000
+400
| +25% | +$63K | 0.03% | 111 |
|
|
2022
Q4 | $254K | Hold |
1,600
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $220K | Hold |
1,600
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $205K | Hold |
1,600
| – | – | 0.02% | 147 |
|
|
2022
Q1 | $217K | Hold |
1,600
| – | – | 0.02% | 162 |
|
|
2021
Q4 | $217K | Buy |
+1,600
| New | +$217K | 0.02% | 188 |
|
|
2015
Q1 | – | Sell |
-4
| Closed | – | – | 296 |
|
|
2014
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 328 |
|