CVA Family Office’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38
| Closed | -$4.19K | – | 1460 |
|
|
2024
Q4 | $4.19K | Sell |
38
-165
| -81% | -$18.2K | ﹤0.01% | 898 |
|
|
2024
Q3 | $24.6K | Buy |
203
+20
| +11% | +$2.42K | ﹤0.01% | 622 |
|
|
2024
Q2 | $20K | Buy |
183
+173
| +1,730% | +$18.9K | ﹤0.01% | 636 |
|
|
2024
Q1 | $1.26K | Buy |
+10
| New | +$1.26K | ﹤0.01% | 981 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$787 | – | 1061 |
|
|
2023
Q1 | $787 | Buy |
+5
| New | +$787 | ﹤0.01% | 919 |
|
|
2021
Q3 | – | Sell |
-35
| Closed | -$5K | – | 798 |
|
|
2021
Q2 | $5K | Buy |
35
+15
| +75% | +$2.14K | ﹤0.01% | 773 |
|
|
2021
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 685 |
|