Altshuler Shaham’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-192
| Closed | -$23.6K | – | 301 |
|
|
2023
Q3 | $23.6K | Sell |
192
-54
| -22% | -$6.64K | ﹤0.01% | 205 |
|
|
2023
Q2 | $36.3K | Sell |
246
-30
| -11% | -$4.43K | ﹤0.01% | 196 |
|
|
2023
Q1 | $43.4K | Buy |
+276
| New | +$43.4K | ﹤0.01% | 196 |
|
|
2021
Q2 | – | Sell |
-619
| Closed | -$78K | – | 713 |
|
|
2021
Q1 | $78K | Sell |
619
-208
| -25% | -$26.2K | ﹤0.01% | 234 |
|
|
2020
Q4 | $96K | Sell |
827
-161
| -16% | -$18.7K | ﹤0.01% | 210 |
|
|
2020
Q3 | $114K | Sell |
988
-246
| -20% | -$28.4K | ﹤0.01% | 169 |
|
|
2020
Q2 | $131K | Buy |
+1,234
| New | +$131K | ﹤0.01% | 146 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 542 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 348 |
|