BIA
Barry Investment Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,877
| Closed | -$255K | – | 138 |
|
|
2021
Q4 | $255K | Sell |
1,877
-223
| -11% | -$30.3K | 0.07% | 111 |
|
|
2021
Q3 | $252K | Sell |
2,100
-265
| -11% | -$31.8K | 0.07% | 101 |
|
|
2021
Q2 | $306K | Sell |
2,365
-262
| -10% | -$33.9K | 0.08% | 89 |
|
|
2021
Q1 | $332K | Buy |
2,627
+43
| +2% | +$5.43K | 0.09% | 85 |
|
|
2020
Q4 | $299K | Buy |
2,584
+482
| +23% | +$55.8K | 0.09% | 87 |
|
|
2020
Q3 | $243K | Buy |
+2,102
| New | +$243K | 0.08% | 74 |
|