Bogart Wealth LLC’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
Q2 | – | Sell |
-62
| Closed | -$7.75K | – | 1203 |
|
|
2024
Q1 | $7.75K | Buy |
62
+1
| +2% | +$125 | ﹤0.01% | 686 |
|
|
2023
Q4 | $7.71K | Hold |
61
| – | – | ﹤0.01% | 667 |
|
|
2023
Q3 | $7.5K | Hold |
61
| – | – | ﹤0.01% | 649 |
|
|
2023
Q2 | $9.01K | Hold |
61
| – | – | ﹤0.01% | 607 |
|
|
2023
Q1 | $9.6K | Hold |
61
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $9.67K | Hold |
61
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $8K | Hold |
61
| – | – | ﹤0.01% | 606 |
|
|
2022
Q2 | $8K | Hold |
61
| – | – | ﹤0.01% | 581 |
|
|
2022
Q1 | $8K | Hold |
61
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $8K | Hold |
61
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $7K | Buy |
61
+44
| +259% | +$5.05K | ﹤0.01% | 507 |
|
|
2021
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 567 |
|