First Trust Direct Indexing’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $575K | Buy |
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|
2024
Q1 | $652K | Buy |
|
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|
2023
Q4 | $614K | Buy |
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|
2023
Q3 | $495K | Sell |
|
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|
2023
Q2 | $783K | Sell |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $713K | Buy |
|
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|
2022
Q2 | $624K | Sell |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $417K | Buy |
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