Beaird Harris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15
| Closed | -$1.9K | – | 652 |
|
|
2023
Q4 | $1.9K | Hold |
15
| – | – | ﹤0.01% | 466 |
|
|
2023
Q3 | $1.84K | Hold |
15
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $2.22K | Hold |
15
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $2.36K | Sell |
15
-75
| -83% | -$11.8K | ﹤0.01% | 368 |
|
|
2022
Q4 | $14.3K | Buy |
90
+21
| +30% | +$3.33K | ﹤0.01% | 294 |
|
|
2022
Q3 | $9K | Buy |
69
+15
| +28% | +$1.96K | ﹤0.01% | 294 |
|
|
2022
Q2 | $7K | Sell |
54
-15
| -22% | -$1.94K | ﹤0.01% | 279 |
|
|
2022
Q1 | $9K | Hold |
69
| – | – | ﹤0.01% | 352 |
|
|
2021
Q4 | $9K | Buy |
+69
| New | +$9K | ﹤0.01% | 420 |
|