First Personal Financial Services’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 | $2.95K | Buy |
24
+1
| +4% | +$123 | ﹤0.01% | 353 |
|
|
2024
Q2 | $2.55K | Hold |
23
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $2.94K | Hold |
23
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $2.95K | Hold |
23
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $2.87K | Hold |
23
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $3.45K | Hold |
23
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $3.68K | Buy |
+23
| New | +$3.68K | ﹤0.01% | 368 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | -$1K | – | 573 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 753 |
|
|
2018
Q4 | – | Sell |
-320
| Closed | -$33K | – | 688 |
|
|
2018
Q3 | $33K | Buy |
320
+40
| +14% | +$4.13K | 0.01% | 338 |
|
|
2018
Q2 | $30K | Sell |
280
-155
| -36% | -$16.6K | 0.01% | 343 |
|
|
2018
Q1 | $54K | Buy |
435
+280
| +181% | +$34.8K | 0.01% | 424 |
|
|
2017
Q4 | $19K | Hold |
155
| – | – | ﹤0.01% | 660 |
|
|
2017
Q3 | $16K | Hold |
155
| – | – | ﹤0.01% | 623 |
|
|
2017
Q2 | $18K | Hold |
155
| – | – | ﹤0.01% | 604 |
|
|
2017
Q1 | $20K | Sell |
155
-3
| -2% | -$387 | ﹤0.01% | 569 |
|
|
2016
Q4 | $20K | Buy |
158
+3
| +2% | +$380 | 0.01% | 552 |
|
|
2016
Q3 | $21K | Sell |
155
-85
| -35% | -$11.5K | 0.01% | 432 |
|
|
2016
Q2 | $37K | Buy |
+240
| New | +$37K | 0.01% | 321 |
|