Clear Perspectives Financial Planning’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 | $41.7K | Hold |
265
| – | – | 0.02% | 79 |
|
|
2022
Q4 | $42K | Buy |
265
+41
| +18% | +$6.5K | 0.02% | 89 |
|
|
2022
Q3 | $31K | Buy |
224
+19
| +9% | +$2.63K | 0.02% | 101 |
|
|
2022
Q2 | $26K | Hold |
205
| – | – | 0.01% | 114 |
|
|
2022
Q1 | $28K | Hold |
205
| – | – | 0.01% | 125 |
|
|
2021
Q4 | $28K | Hold |
205
| – | – | 0.01% | 131 |
|
|
2021
Q3 | $25K | Hold |
205
| – | – | 0.01% | 129 |
|
|
2021
Q2 | $27K | Hold |
205
| – | – | 0.01% | 126 |
|
|
2021
Q1 | $26K | Hold |
205
| – | – | 0.02% | 117 |
|
|
2020
Q4 | $24K | Buy |
+205
| New | +$24K | 0.02% | 113 |
|