IRON Financial’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 |
-5,000
| Closed | -$632K | – | 113 |
|
|
2023
Q4 | $632K | Sell |
5,000
-182
| -4% | -$23K | 0.36% | 51 |
|
|
2023
Q3 | $637K | Sell |
5,182
-300
| -5% | -$36.9K | 0.37% | 50 |
|
|
2023
Q2 | $810K | Sell |
5,482
-441
| -7% | -$65.1K | 0.43% | 45 |
|
|
2023
Q1 | $932K | Sell |
5,923
-657
| -10% | -$103K | 0.51% | 38 |
|
|
2022
Q4 | $1.04M | Buy |
6,580
+190
| +3% | +$30.1K | 0.6% | 35 |
|
|
2022
Q3 | $878K | Buy |
+6,390
| New | +$878K | 0.48% | 36 |
|