Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1
| Closed | – | – | 1110 |
|
|
2024
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1307 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$126 | – | 1324 |
|
|
2024
Q1 | $126 | Hold |
1
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q4 | $0 | Sell |
1
-331
| -100% | – | ﹤0.01% | 1309 |
|
|
2023
Q3 | $40.8K | Buy |
+332
| New | +$40.8K | 0.01% | 493 |
|
|
2023
Q1 | $52K | Buy |
+332
| New | +$52K | 0.02% | 440 |
|
|
2022
Q4 | – | Sell |
-332
| Closed | -$45K | – | 991 |
|
|
2022
Q3 | $45K | Buy |
+332
| New | +$45K | 0.02% | 420 |
|