Boxwood Ventures’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 |
-12,424
| Closed | -$1.97M | – | 27 |
|
|
2022
Q4 | $1.97M | Sell |
12,424
-1,707
| -12% | -$271K | 3.53% | 9 |
|
|
2022
Q3 | $1.94M | Hold |
14,131
| – | – | 4.38% | 8 |
|
|
2022
Q2 | $1.81M | Hold |
14,131
| – | – | 4.28% | 7 |
|
|
2022
Q1 | $1.91M | Hold |
14,131
| – | – | 3.99% | 8 |
|
|
2021
Q4 | $1.92M | Hold |
14,131
| – | – | 3.93% | 8 |
|
|
2021
Q3 | $1.7M | Buy |
+14,131
| New | +$1.7M | 3.95% | 9 |
|