Advisor Partners II’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
Q3 | $990K | Sell |
8,056
-596
| -7% | -$73.3K | 0.04% | 488 |
|
|
2023
Q2 | $1.28M | Buy |
8,652
+60
| +0.7% | +$8.86K | 0.06% | 326 |
|
|
2023
Q1 | $1.35M | Buy |
8,592
+1,686
| +24% | +$265K | 0.07% | 278 |
|
|
2022
Q4 | $1.09M | Buy |
6,906
+407
| +6% | +$64.5K | 0.07% | 307 |
|
|
2022
Q3 | $893K | Buy |
+6,499
| New | +$893K | 0.07% | 297 |
|