Disciplined Investments’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
Q3 | – | Sell |
-14
| Closed | -$2.07K | – | 1310 |
|
|
2023
Q2 | $2.07K | Sell |
14
-7
| -33% | -$1.03K | ﹤0.01% | 646 |
|
|
2023
Q1 | $3.31K | Sell |
21
-1
| -5% | -$157 | ﹤0.01% | 506 |
|
|
2022
Q4 | $3.49K | Sell |
22
-2
| -8% | -$317 | ﹤0.01% | 459 |
|
|
2022
Q3 | $3K | Buy |
24
+6
| +33% | +$750 | ﹤0.01% | 548 |
|
|
2022
Q2 | $2K | Buy |
18
+1
| +6% | +$111 | ﹤0.01% | 736 |
|
|
2022
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 778 |
|