AAFMAA Wealth Management & Trust’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 | – | Sell |
-8,326
| Closed | -$1.13M | – | 69 |
|
|
2022
Q1 | $1.13M | Hold |
8,326
| – | – | 0.52% | 45 |
|
|
2021
Q4 | $1.13M | Hold |
8,326
| – | – | 0.49% | 43 |
|
|
2021
Q3 | $999K | Hold |
8,326
| – | – | 0.47% | 46 |
|
|
2021
Q2 | $1.08M | Sell |
8,326
-20,000
| -71% | -$2.59M | 0.5% | 46 |
|
|
2021
Q1 | $3.58M | Buy |
28,326
+2,238
| +9% | +$283K | 1.72% | 26 |
|
|
2020
Q4 | $3.02M | Buy |
+26,088
| New | +$3.02M | 1.46% | 33 |
|