Beacon Financial Group’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
Q1 | – | Sell |
-4,367
| Closed | -$692K | – | 229 |
|
|
2022
Q4 | $692K | Buy |
4,367
+50
| +1% | +$7.92K | 0.09% | 161 |
|
|
2022
Q3 | $600K | Hold |
4,317
| – | – | 0.09% | 166 |
|
|
2022
Q2 | $547K | Sell |
4,317
-959
| -18% | -$122K | 0.08% | 177 |
|
|
2022
Q1 | $577K | Buy |
5,276
+1,163
| +28% | +$127K | 0.08% | 182 |
|
|
2021
Q4 | $563K | Buy |
4,113
+84
| +2% | +$11.5K | 0.07% | 188 |
|
|
2021
Q3 | $492K | Buy |
4,029
+317
| +9% | +$38.7K | 0.07% | 194 |
|
|
2021
Q2 | $492K | Buy |
3,712
+405
| +12% | +$53.7K | 0.07% | 180 |
|
|
2021
Q1 | $373K | Hold |
3,307
| – | – | 0.06% | 184 |
|
|
2020
Q4 | $373K | Buy |
+3,307
| New | +$373K | 0.06% | 189 |
|