Core Wealth Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49
| Closed | -$7.77K | – | 275 |
|
|
2022
Q4 | $7.77K | Buy |
49
+15
| +44% | +$2.38K | ﹤0.01% | 177 |
|
|
2022
Q3 | $5K | Buy |
+34
| New | +$5K | ﹤0.01% | 174 |
|
|
2022
Q1 | – | Sell |
-44
| Closed | -$6K | – | 227 |
|
|
2021
Q4 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 179 |
|