Clarius Group 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,676
| Closed | -$247K | – | 510 |
|
2023
Q2 | $247K | Sell |
1,676
-96
| -5% | -$14.2K | 0.02% | 446 |
|
2023
Q1 | $279K | Buy |
1,772
+237
| +15% | +$37.3K | 0.02% | 404 |
|
2022
Q4 | $243K | Buy |
1,535
+23
| +2% | +$3.64K | 0.02% | 434 |
|
2022
Q3 | $208K | Buy |
+1,512
| New | +$208K | 0.02% | 447 |
|