Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-20
| Closed | -$3K | – | 525 |
|
|
2022
Q2 | $3K | Buy |
20
+2
| +11% | +$300 | ﹤0.01% | 562 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 629 |
|
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 697 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 688 |
|
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 677 |
|