Abundance Wealth Counselors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,569
| Closed | -$1.83M | – | 133 |
|
|
2024
Q1 | $1.83M | Buy |
14,569
+1,430
| +11% | +$180K | 0.42% | 37 |
|
|
2023
Q4 | $1.66M | Sell |
13,139
-1,943
| -13% | -$246K | 0.43% | 39 |
|
|
2023
Q3 | $1.85M | Buy |
+15,082
| New | +$1.85M | 0.53% | 31 |
|
|
2023
Q2 | – | Sell |
-16,167
| Closed | -$2.54M | – | 131 |
|
|
2023
Q1 | $2.54M | Sell |
16,167
-607
| -4% | -$95.5K | 0.64% | 20 |
|
|
2022
Q4 | $2.66M | Buy |
16,774
+703
| +4% | +$111K | 0.72% | 19 |
|
|
2022
Q3 | $2.21M | Buy |
16,071
+280
| +2% | +$38.5K | 0.63% | 20 |
|
|
2022
Q2 | $2.02M | Buy |
15,791
+1,252
| +9% | +$160K | 0.55% | 24 |
|
|
2022
Q1 | $1.97M | Buy |
14,539
+1,826
| +14% | +$247K | 0.53% | 27 |
|
|
2021
Q4 | $1.73M | Buy |
+12,713
| New | +$1.73M | 0.44% | 29 |
|
|
2021
Q3 | – | Sell |
-11,103
| Closed | -$1.44M | – | 99 |
|
|
2021
Q2 | $1.44M | Buy |
11,103
+10,424
| +1,535% | +$1.35M | 0.37% | 33 |
|
|
2021
Q1 | $86K | Buy |
+679
| New | +$86K | 0.02% | 130 |
|