Destiny 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
Q1 | – | Sell |
-182
| Closed | -$28.8K | – | 563 |
|
|
2022
Q4 | $28.8K | Buy |
182
+136
| +296% | +$21.6K | 0.01% | 360 |
|
|
2022
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $6K | Sell |
46
-16
| -26% | -$2.09K | ﹤0.01% | 505 |
|
|
2022
Q1 | $8K | Sell |
62
-19
| -23% | -$2.45K | ﹤0.01% | 446 |
|
|
2021
Q4 | $11K | Hold |
81
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $10K | Buy |
+81
| New | +$10K | ﹤0.01% | 424 |
|
|
2021
Q2 | – | Sell |
-62
| Closed | -$8K | – | 451 |
|
|
2021
Q1 | $8K | Sell |
62
-132
| -68% | -$17K | ﹤0.01% | 430 |
|
|
2020
Q4 | $22K | Buy |
+194
| New | +$22K | ﹤0.01% | 359 |
|