Empire Financial Management Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,853
| Closed | -$1.07M | – | 211 |
|
|
2024
Q2 | $1.07M | Buy |
9,853
+215
| +2% | +$23.4K | 0.36% | 77 |
|
|
2024
Q1 | $1.21M | Buy |
9,638
+93
| +1% | +$11.7K | 0.4% | 75 |
|
|
2023
Q4 | $1.21M | Buy |
9,545
+338
| +4% | +$42.7K | 0.47% | 63 |
|
|
2023
Q3 | $1.13M | Buy |
9,207
+442
| +5% | +$54.3K | 0.49% | 60 |
|
|
2023
Q2 | $1.29M | Sell |
8,765
-286
| -3% | -$42.2K | 0.52% | 57 |
|
|
2023
Q1 | $1.42M | Buy |
+9,051
| New | +$1.42M | 0.58% | 56 |
|