Filbrandt Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $41K | Hold |
344
| – | – | 0.02% | 97 |
|
|
2021
Q2 | $45K | Hold |
344
| – | – | 0.03% | 94 |
|
|
2021
Q1 | $44K | Hold |
344
| – | – | 0.03% | 91 |
|
|
2020
Q4 | $40K | Hold |
344
| – | – | 0.03% | 97 |
|
|
2020
Q3 | $40K | Hold |
344
| – | – | 0.03% | 89 |
|
|
2020
Q2 | $36K | Hold |
344
| – | – | 0.03% | 143 |
|
|
2020
Q1 | $38K | Hold |
344
| – | – | 0.04% | 84 |
|
|
2019
Q4 | $35K | Buy |
+344
| New | +$35K | 0.03% | 99 |
|