Checchi Capital Advisers’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 |
-1,802
| Closed | -$221K | – | 564 |
|
|
2023
Q3 | $221K | Sell |
1,802
-448
| -20% | -$55.1K | 0.02% | 470 |
|
|
2023
Q2 | $332K | Buy |
2,250
+52
| +2% | +$7.68K | 0.03% | 393 |
|
|
2023
Q1 | $346K | Buy |
2,198
+99
| +5% | +$15.6K | 0.03% | 372 |
|
|
2022
Q4 | $333K | Hold |
2,099
| – | – | 0.03% | 365 |
|
|
2022
Q3 | $288K | Buy |
2,099
+56
| +3% | +$7.68K | 0.03% | 397 |
|
|
2022
Q2 | $270K | Buy |
2,043
+552
| +37% | +$73K | 0.02% | 451 |
|
|
2022
Q1 | $202K | Buy |
+1,491
| New | +$202K | 0.02% | 515 |
|
|
2016
Q3 | – | Sell |
-1,544
| Closed | -$235K | – | 1057 |
|
|
2016
Q2 | $235K | Sell |
1,544
-121
| -7% | -$18.4K | 0.03% | 292 |
|
|
2016
Q1 | $216K | Buy |
+1,665
| New | +$216K | 0.05% | 308 |
|