Evoke Wealth’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30
| Closed | -$4K | – | 1013 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 939 |
|
|
2022
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $4K | Buy |
30
+4
| +15% | +$533 | ﹤0.01% | 967 |
|
|
2021
Q4 | $4K | Buy |
26
+3
| +13% | +$462 | ﹤0.01% | 961 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q2 | $3K | Sell |
23
-3
| -12% | -$391 | ﹤0.01% | 1005 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 971 |
|
|
2020
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 839 |
|
|
2020
Q3 | $3K | Sell |
26
-4
| -13% | -$462 | ﹤0.01% | 799 |
|
|
2020
Q2 | $3K | Sell |
30
-3
| -9% | -$300 | ﹤0.01% | 814 |
|
|
2020
Q1 | $3.69K | Sell |
33
-15
| -31% | -$1.68K | ﹤0.01% | 678 |
|
|
2019
Q4 | $5.02K | Buy |
48
+3
| +7% | +$314 | ﹤0.01% | 909 |
|
|
2019
Q3 | $4.96K | Buy |
+45
| New | +$4.96K | ﹤0.01% | 1003 |
|