B. Riley Wealth Advisors’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
Q4 | – | Sell |
-1,716
| Closed | -$204K | – | 1271 |
|
|
2024
Q3 | $204K | Sell |
1,716
-200
| -10% | -$23.8K | 0.01% | 1132 |
|
|
2024
Q2 | $209K | Sell |
1,916
-315
| -14% | -$34.3K | 0.01% | 1219 |
|
|
2024
Q1 | $274K | Sell |
2,231
-740
| -25% | -$91K | 0.01% | 1091 |
|
|
2023
Q4 | $375K | Buy |
2,971
+740
| +33% | +$93.5K | 0.01% | 952 |
|
|
2023
Q3 | $274K | Sell |
2,231
-130
| -6% | -$16K | 0.01% | 1091 |
|
|
2023
Q2 | $349K | Buy |
2,361
+238
| +11% | +$35.1K | 0.01% | 1036 |
|
|
2023
Q1 | $334K | Sell |
2,123
-243
| -10% | -$38.2K | 0.01% | 1012 |
|
|
2022
Q4 | $359K | Buy |
2,366
+356
| +18% | +$54K | 0.01% | 948 |
|
|
2022
Q3 | $276K | Buy |
2,010
+59
| +3% | +$8.1K | 0.01% | 1053 |
|
|
2022
Q2 | $250K | Sell |
1,951
-964
| -33% | -$124K | 0.01% | 955 |
|
|
2022
Q1 | $395K | Buy |
2,915
+571
| +24% | +$77.4K | 0.01% | 882 |
|
|
2021
Q4 | $319K | Buy |
2,344
+284
| +14% | +$38.7K | 0.01% | 1034 |
|
|
2021
Q3 | $248K | Sell |
2,060
-19
| -0.9% | -$2.29K | 0.01% | 1143 |
|
|
2021
Q2 | $270K | Buy |
2,079
+319
| +18% | +$41.4K | 0.01% | 1080 |
|
|
2021
Q1 | $223K | Buy |
+1,760
| New | +$223K | 0.01% | 1145 |
|
|
2017
Q1 | – | Sell |
-1,888
| Closed | -$242K | – | 558 |
|
|
2016
Q4 | $242K | Buy |
1,888
+86
| +5% | +$11K | 0.05% | 400 |
|
|
2016
Q3 | $245K | Hold |
1,802
| – | – | 0.05% | 469 |
|
|
2016
Q2 | $275K | Buy |
1,802
+135
| +8% | +$20.6K | 0.06% | 421 |
|
|
2016
Q1 | $216K | Sell |
1,667
-24
| -1% | -$3.11K | 0.05% | 451 |
|
|
2015
Q4 | $209K | Sell |
1,691
-536
| -24% | -$66.2K | 0.04% | 475 |
|
|
2015
Q3 | $255K | Buy |
+2,227
| New | +$255K | 0.06% | 404 |
|
|
2015
Q2 | – | Sell |
-2,793
| Closed | -$323K | – | 579 |
|
|
2015
Q1 | $323K | Sell |
2,793
-1,521
| -35% | -$176K | 0.08% | 330 |
|
|
2014
Q4 | $2.43K | Buy |
+4,314
| New | +$2.43K | 0.05% | 491 |
|
|
2014
Q3 | – | Sell |
-1,225
| Closed | -$131K | – | 1691 |
|
|
2014
Q2 | $131K | Buy |
+1,225
| New | +$131K | 0.03% | 616 |
|