Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,826
| Closed | -$230K | – | 794 |
|
|
2024
Q1 | $230K | Sell |
1,826
-131
| -7% | -$16.5K | ﹤0.01% | 668 |
|
|
2023
Q4 | $247K | Sell |
1,957
-51
| -3% | -$6.45K | ﹤0.01% | 626 |
|
|
2023
Q3 | $247K | Sell |
2,008
-132
| -6% | -$16.2K | ﹤0.01% | 577 |
|
|
2023
Q2 | $316K | Buy |
+2,140
| New | +$316K | ﹤0.01% | 524 |
|
|
2014
Q3 | – | Sell |
-1,917
| Closed | -$204K | – | 192 |
|
|
2014
Q2 | $204K | Buy |
+1,917
| New | +$204K | 0.09% | 161 |
|