Alterna Wealth 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 | – | Sell |
-1,410
| Closed | -$222K | – | 125 |
|
|
2023
Q1 | $222K | Buy |
+1,410
| New | +$222K | 0.28% | 78 |
|
|
2022
Q3 | – | Sell |
-1,586
| Closed | -$203K | – | 105 |
|
|
2022
Q2 | $203K | Buy |
+1,586
| New | +$203K | 0.21% | 77 |
|
|
2020
Q3 | – | Sell |
-2,983
| Closed | -$316K | – | 110 |
|
|
2020
Q2 | $316K | Buy |
+2,983
| New | +$316K | 0.38% | 73 |
|