Brady Family Wealth’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 |
-2,282
| Closed | -$280K | – | 121 |
|
|
2023
Q3 | $280K | Sell |
2,282
-274
| -11% | -$33.7K | 0.11% | 102 |
|
|
2023
Q2 | $377K | Buy |
2,556
+41
| +2% | +$6.05K | 0.14% | 88 |
|
|
2023
Q1 | $396K | Buy |
2,515
+10
| +0.4% | +$1.57K | 0.16% | 88 |
|
|
2022
Q4 | $397K | Buy |
+2,505
| New | +$397K | 0.16% | 86 |
|