Financial Advisors Network’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 | $283K | Buy |
+1,784
| New | +$283K | 0.07% | 102 |
|
|
2022
Q1 | – | Sell |
-3,384
| Closed | -$460K | – | 155 |
|
|
2021
Q4 | $460K | Sell |
3,384
-300
| -8% | -$40.8K | 0.1% | 83 |
|
|
2021
Q3 | $468K | Buy |
3,684
+493
| +15% | +$62.6K | 0.11% | 91 |
|
|
2021
Q2 | $413K | Buy |
3,191
+164
| +5% | +$21.2K | 0.12% | 84 |
|
|
2021
Q1 | $383K | Buy |
+3,027
| New | +$383K | 0.12% | 87 |
|
|
2017
Q1 | – | Sell |
-582
| Closed | -$78.3K | – | 392 |
|
|
2016
Q4 | $78.3K | Buy |
+582
| New | +$78.3K | 0.07% | 108 |
|