Compass Financial Advisors’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
Q2 | – | Sell |
-3,255
| Closed | -$512K | – | 84 |
|
|
2023
Q1 | $512K | Sell |
3,255
-18
| -0.5% | -$2.83K | 0.65% | 53 |
|
|
2022
Q4 | $519K | Sell |
3,273
-110
| -3% | -$17.4K | 0.7% | 47 |
|
|
2022
Q3 | $465K | Sell |
3,383
-2
| -0.1% | -$275 | 0.69% | 48 |
|
|
2022
Q2 | $433K | Sell |
3,385
-138
| -4% | -$17.7K | 0.59% | 57 |
|
|
2022
Q1 | $477K | Buy |
3,523
+494
| +16% | +$66.9K | 0.53% | 64 |
|
|
2021
Q4 | $411K | Buy |
+3,029
| New | +$411K | 0.45% | 76 |
|