Axxcess Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,850
| Closed | -$202K | – | 940 |
|
|
2024
Q2 | $202K | Sell |
1,850
-1,550
| -46% | -$169K | 0.01% | 800 |
|
|
2024
Q1 | $428K | Buy |
+3,400
| New | +$428K | 0.01% | 577 |
|
|
2023
Q4 | – | Sell |
-2,350
| Closed | -$289K | – | 920 |
|
|
2023
Q3 | $289K | Sell |
2,350
-1,501
| -39% | -$184K | 0.01% | 607 |
|
|
2023
Q2 | $569K | Sell |
3,851
-874
| -18% | -$129K | 0.04% | 324 |
|
|
2023
Q1 | $744K | Buy |
+4,725
| New | +$744K | 0.06% | 282 |
|