FGAM
Financial Gravity Asset Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2360 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1861 |
|
|
2022
Q1 | – | Sell |
-3,128
| Closed | -$9.43K | – | 1002 |
|
|
2021
Q4 | $9.43K | Buy |
3,128
+3,057
| +4,306% | +$9.22K | 0.21% | 130 |
|
|
2021
Q3 | $120K | Hold |
71
| – | – | 0.06% | 301 |
|
|
2021
Q2 | $130K | Sell |
71
-6
| -8% | -$11K | 0.05% | 287 |
|
|
2021
Q1 | $9.71K | Buy |
77
+50
| +185% | +$6.31K | 0.2% | 86 |
|
|
2020
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 286 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | -$180 | – | 753 |
|
|
2020
Q1 | $180 | Sell |
2
-22
| -92% | -$1.98K | ﹤0.01% | 768 |
|
|
2019
Q4 | $104K | Buy |
24
+1
| +4% | +$4.33K | 0.07% | 305 |
|
|
2019
Q3 | $3K | Sell |
23
-30
| -57% | -$3.91K | ﹤0.01% | 839 |
|
|
2019
Q2 | $6K | Buy |
53
+1
| +2% | +$113 | ﹤0.01% | 665 |
|
|
2019
Q1 | $6K | Buy |
+52
| New | +$6K | ﹤0.01% | 658 |
|
|
2018
Q3 | $5K | Sell |
47
-169
| -78% | -$18K | 0.01% | 740 |
|
|
2018
Q2 | $24K | Buy |
216
+169
| +360% | +$18.8K | 0.02% | 456 |
|
|
2018
Q1 | $5K | Buy |
+47
| New | +$5K | 0.01% | 745 |
|