BWP
Baldwin Wealth Partners’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$242 | – | 876 |
|
|
2024
Q3 | $242 | Buy |
+2
| New | +$242 | ﹤0.01% | 1055 |
|
|
2024
Q1 | – | Sell |
-124
| Closed | -$15.7K | – | 727 |
|
|
2023
Q4 | $15.7K | Hold |
124
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $15.2K | Hold |
124
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $18.3K | Hold |
124
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $19.5K | Hold |
124
| – | – | ﹤0.01% | 547 |
|
|
2022
Q4 | $19.6K | Hold |
124
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $17K | Hold |
124
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $16K | Hold |
124
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $17K | Hold |
124
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $17K | Hold |
124
| – | – | ﹤0.01% | 462 |
|
|
2021
Q3 | $15K | Hold |
124
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $16K | Hold |
124
| – | – | ﹤0.01% | 490 |
|
|
2021
Q1 | $16K | Buy |
+124
| New | +$16K | ﹤0.01% | 481 |
|
|
2019
Q1 | – | Sell |
-241
| Closed | -$23K | – | 529 |
|
|
2018
Q4 | $23K | Buy |
+241
| New | +$23K | ﹤0.01% | 371 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$21K | – | 539 |
|
|
2018
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $25K | Sell |
200
-300
| -60% | -$37.5K | ﹤0.01% | 362 |
|
|
2017
Q4 | $62K | Buy |
500
+200
| +67% | +$24.8K | 0.01% | 280 |
|
|
2017
Q3 | $31K | Hold |
300
| – | – | 0.01% | 327 |
|
|
2017
Q2 | $35K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2017
Q1 | $39K | Hold |
300
| – | – | 0.01% | 316 |
|
|
2016
Q4 | $38K | Hold |
300
| – | – | 0.01% | 309 |
|
|
2016
Q3 | $41K | Sell |
300
-290
| -49% | -$39.6K | 0.01% | 318 |
|
|
2016
Q2 | $90K | Sell |
590
-3,173
| -84% | -$484K | 0.02% | 217 |
|
|
2016
Q1 | $489K | Buy |
+3,763
| New | +$489K | 0.09% | 150 |
|
|
2014
Q1 | – | Sell |
-8,265
| Closed | -$856K | – | 252 |
|
|
2013
Q4 | $856K | Sell |
8,265
-8,183
| -50% | -$848K | 0.14% | 144 |
|
|
2013
Q3 | $1.73M | Buy |
16,448
+1,179
| +8% | +$124K | 0.32% | 79 |
|
|
2013
Q2 | $1.58M | Buy |
+15,269
| New | +$1.58M | 0.31% | 82 |
|