Belpointe 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 |
-2,175
| Closed | -$267K | – | 757 |
|
|
2023
Q3 | $267K | Buy |
2,175
+788
| +57% | +$96.9K | 0.03% | 514 |
|
|
2023
Q2 | $205K | Sell |
1,387
-7,431
| -84% | -$1.1M | 0.02% | 567 |
|
|
2023
Q1 | $1.39M | Buy |
8,818
+3,022
| +52% | +$476K | 0.07% | 269 |
|
|
2022
Q4 | $919K | Buy |
5,796
+3,844
| +197% | +$609K | 0.06% | 342 |
|
|
2022
Q3 | $268K | Buy |
1,952
+344
| +21% | +$47.2K | 0.02% | 726 |
|
|
2022
Q2 | $206K | Sell |
1,608
-92
| -5% | -$11.8K | 0.01% | 815 |
|
|
2022
Q1 | $230K | Buy |
1,700
+295
| +21% | +$39.9K | 0.01% | 854 |
|
|
2021
Q4 | $191K | Buy |
1,405
+95
| +7% | +$12.9K | 0.01% | 921 |
|
|
2021
Q3 | $157K | Hold |
1,310
| – | – | 0.01% | 960 |
|
|
2021
Q2 | $170K | Buy |
1,310
+303
| +30% | +$39.3K | 0.01% | 897 |
|
|
2021
Q1 | $127K | Sell |
1,007
-1
| -0.1% | -$126 | 0.01% | 915 |
|
|
2020
Q4 | $117K | Buy |
1,008
+32
| +3% | +$3.71K | 0.01% | 895 |
|
|
2020
Q3 | $113K | Buy |
976
+6
| +0.6% | +$695 | 0.01% | 733 |
|
|
2020
Q2 | $103K | Buy |
+970
| New | +$103K | 0.01% | 721 |
|
|
2019
Q2 | – | Sell |
-2,600
| Closed | -$302K | – | 644 |
|
|
2019
Q1 | $302K | Buy |
+2,600
| New | +$302K | 0.06% | 243 |
|