DoubleLine ETF Adviser’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
Q2 | – | Sell |
-5,036
| Closed | -$596K | – | 188 |
|
|
2025
Q1 | $596K | Sell |
5,036
-1,200
| -19% | -$142K | 0.2% | 115 |
|
|
2024
Q4 | $687K | Buy |
6,236
+168
| +3% | +$18.5K | 0.19% | 119 |
|
|
2024
Q3 | $735K | Buy |
6,068
+1,592
| +36% | +$193K | 0.18% | 130 |
|
|
2024
Q2 | $488K | Sell |
4,476
-323
| -7% | -$35.2K | 0.13% | 128 |
|
|
2024
Q1 | $604K | Buy |
+4,799
| New | +$604K | 0.15% | 134 |
|
|
2023
Q4 | – | Sell |
-3,524
| Closed | -$433K | – | 233 |
|
|
2023
Q3 | $433K | Buy |
+3,524
| New | +$433K | 0.16% | 116 |
|