Hurlow Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,654
| Closed | -$209K | – | 118 |
|
|
2023
Q4 | $209K | Sell |
1,654
-2
| -0.1% | -$253 | 0.08% | 107 |
|
|
2023
Q3 | $204K | Sell |
1,656
-2
| -0.1% | -$246 | 0.09% | 103 |
|
|
2023
Q2 | $245K | Sell |
1,658
-1
| -0.1% | -$148 | 0.1% | 94 |
|
|
2023
Q1 | $261K | Sell |
1,659
-1
| -0.1% | -$157 | 0.12% | 89 |
|
|
2022
Q4 | $263K | Buy |
1,660
+9
| +0.5% | +$1.43K | 0.14% | 88 |
|
|
2022
Q3 | $227K | Sell |
1,651
-40
| -2% | -$5.5K | 0.13% | 88 |
|
|
2022
Q2 | $216K | Buy |
+1,691
| New | +$216K | 0.12% | 89 |
|
|
2019
Q3 | – | Sell |
-1,896
| Closed | -$219K | – | 99 |
|
|
2019
Q2 | $219K | Hold |
1,896
| – | – | 0.23% | 88 |
|
|
2019
Q1 | $233K | Buy |
+1,896
| New | +$233K | 0.25% | 84 |
|