Baker Avenue Asset 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
Q4 | – | Sell |
-58
| Closed | -$7.13K | – | 1279 |
|
|
2023
Q3 | $7.13K | Buy |
58
+54
| +1,350% | +$6.64K | ﹤0.01% | 845 |
|
|
2023
Q2 | $591 | Hold |
4
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q1 | $629 | Hold |
4
| – | – | ﹤0.01% | 1326 |
|
|
2022
Q4 | $634 | Buy |
+4
| New | +$634 | ﹤0.01% | 1227 |
|
|
2018
Q4 | – | Sell |
-3,952
| Closed | -$406K | – | 275 |
|
|
2018
Q3 | $406K | Sell |
3,952
-67
| -2% | -$6.88K | 0.03% | 212 |
|
|
2018
Q2 | $432K | Buy |
4,019
+112
| +3% | +$12K | 0.04% | 200 |
|
|
2018
Q1 | $485K | Buy |
3,907
+2,287
| +141% | +$284K | 0.04% | 200 |
|
|
2017
Q4 | $201K | Buy |
+1,620
| New | +$201K | 0.02% | 229 |
|