InterOcean Capital 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 | $200K | Sell |
1,591
-301
| -16% | -$37.9K | ﹤0.01% | 460 |
|
2023
Q4 | $239K | Sell |
1,892
-2,331
| -55% | -$295K | 0.01% | 410 |
|
2023
Q3 | $519K | Buy |
4,223
+1,900
| +82% | +$234K | 0.02% | 269 |
|
2023
Q2 | $343K | Buy |
2,323
+700
| +43% | +$103K | 0.01% | 335 |
|
2023
Q1 | $255K | Buy |
1,623
+200
| +14% | +$31.5K | 0.01% | 346 |
|
2022
Q4 | $225K | Sell |
1,423
-300
| -17% | -$47.5K | 0.01% | 364 |
|
2022
Q3 | $237K | Buy |
+1,723
| New | +$237K | 0.01% | 341 |
|