Concord Wealth Partners’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 |
-110
| Closed | -$17.3K | – | 1065 |
|
|
2023
Q1 | $17.3K | Hold |
110
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $17.4K | Buy |
+110
| New | +$17.4K | 0.01% | 544 |
|
|
2022
Q3 | – | Sell |
-186
| Closed | -$24K | – | 971 |
|
|
2022
Q2 | $24K | Sell |
186
-121
| -39% | -$15.6K | 0.01% | 508 |
|
|
2022
Q1 | $42K | Buy |
307
+66
| +27% | +$9.03K | 0.01% | 471 |
|
|
2021
Q4 | $33K | Buy |
241
+238
| +7,933% | +$32.6K | 0.01% | 534 |
|
|
2021
Q3 | $0 | Sell |
3
-120
| -98% | – | ﹤0.01% | 1015 |
|
|
2021
Q2 | $16K | Sell |
123
-1
| -0.8% | -$130 | ﹤0.01% | 553 |
|
|
2021
Q1 | $16K | Buy |
+124
| New | +$16K | 0.01% | 515 |
|