Heron Financial Group’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $844K | Buy |
5,716
+70
| +1% | +$10.3K | 0.45% | 47 |
|
|
2023
Q1 | $888K | Buy |
5,646
+284
| +5% | +$44.7K | 0.49% | 45 |
|
|
2022
Q4 | $855K | Buy |
5,362
+20
| +0.4% | +$3.19K | 0.57% | 39 |
|
|
2022
Q3 | $734K | Buy |
5,342
+30
| +0.6% | +$4.12K | 0.45% | 46 |
|
|
2022
Q2 | $680K | Buy |
5,312
+107
| +2% | +$13.7K | 0.41% | 53 |
|
|
2022
Q1 | $705K | Buy |
5,205
+169
| +3% | +$22.9K | 0.37% | 58 |
|
|
2021
Q4 | $697K | Buy |
5,036
+148
| +3% | +$20.5K | 0.38% | 60 |
|
|
2021
Q3 | $587K | Buy |
4,888
+130
| +3% | +$15.6K | 0.33% | 69 |
|
|
2021
Q2 | $616K | Buy |
4,758
+943
| +25% | +$122K | 0.35% | 66 |
|
|
2021
Q1 | $482K | Buy |
3,815
+205
| +6% | +$25.9K | 0.29% | 76 |
|
|
2020
Q4 | $422K | Sell |
3,610
-185
| -5% | -$21.6K | 0.29% | 79 |
|
|
2020
Q3 | $445K | Buy |
3,795
+1,742
| +85% | +$204K | 0.36% | 73 |
|
|
2020
Q2 | $216K | Buy |
+2,053
| New | +$216K | 0.19% | 110 |
|