Edge Capital Group’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 |
-12,553
| Closed | -$1.85M | – | 315 |
|
|
2023
Q2 | $1.85M | Hold |
12,553
| – | – | 0.11% | 134 |
|
|
2023
Q1 | $1.98M | Buy |
+12,553
| New | +$1.98M | 0.12% | 127 |
|
|
2022
Q4 | – | Sell |
-1,566
| Closed | -$215K | – | 404 |
|
|
2022
Q3 | $215K | Buy |
+1,566
| New | +$215K | 0.02% | 267 |
|
|
2019
Q4 | – | Sell |
-58,330
| Closed | -$6.42M | – | 238 |
|
|
2019
Q3 | $6.42M | Buy |
58,330
+1,296
| +2% | +$143K | 0.65% | 41 |
|
|
2019
Q2 | $6.57M | Buy |
57,034
+507
| +0.9% | +$58.4K | 0.63% | 40 |
|
|
2019
Q1 | $6.59M | Buy |
56,527
+52,768
| +1,404% | +$6.15M | 0.65% | 43 |
|
|
2018
Q4 | $351K | Buy |
+3,759
| New | +$351K | 0.04% | 186 |
|