BWM
BerganKDV Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.81K | Sell |
19
-2
| -10% | -$295 | ﹤0.01% | 658 |
|
|
2023
Q1 | $3.33K | Hold |
21
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $3.35K | Buy |
21
+19
| +950% | +$3.03K | ﹤0.01% | 734 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1058 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q1 | $0 | Sell |
2
-6
| -75% | – | ﹤0.01% | 1094 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1010 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 998 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 946 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 892 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 896 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 859 |
|
|
2020
Q2 | $1K | Buy |
8
+5
| +167% | +$625 | ﹤0.01% | 897 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 996 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 975 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$1K | – | 753 |
|
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 679 |
|
|
2018
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 612 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 634 |
|