JWM
Janiczek Wealth Management’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.09K | Sell |
65
-131
| -67% | -$14.3K | ﹤0.01% | 699 |
|
|
2024
Q1 | $24.7K | Sell |
196
-18
| -8% | -$2.27K | 0.01% | 533 |
|
|
2023
Q4 | $27K | Sell |
214
-796
| -79% | -$101K | 0.01% | 501 |
|
|
2023
Q3 | $124K | Sell |
1,010
-227
| -18% | -$27.9K | 0.03% | 216 |
|
|
2023
Q2 | $183K | Buy |
1,237
+84
| +7% | +$12.4K | 0.05% | 134 |
|
|
2023
Q1 | $176K | Buy |
1,153
+121
| +12% | +$18.4K | 0.05% | 131 |
|
|
2022
Q4 | $160K | Buy |
1,032
+5
| +0.5% | +$777 | 0.05% | 149 |
|
|
2022
Q3 | $145K | Sell |
1,027
-1
| -0.1% | -$141 | 0.05% | 140 |
|
|
2022
Q2 | $136K | Sell |
1,028
-437
| -30% | -$57.8K | 0.04% | 154 |
|
|
2022
Q1 | $198K | Buy |
1,465
+27
| +2% | +$3.65K | 0.05% | 116 |
|
|
2021
Q4 | $195K | Sell |
1,438
-64
| -4% | -$8.68K | 0.06% | 108 |
|
|
2021
Q3 | $180K | Buy |
1,502
+686
| +84% | +$82.2K | 0.06% | 105 |
|
|
2021
Q2 | $106K | Buy |
816
+83
| +11% | +$10.8K | 0.04% | 149 |
|
|
2021
Q1 | $93K | Sell |
733
-124
| -14% | -$15.7K | 0.04% | 148 |
|
|
2020
Q4 | $99K | Buy |
857
+724
| +544% | +$83.6K | 0.05% | 113 |
|
|
2020
Q3 | $15K | Buy |
+133
| New | +$15K | 0.01% | 185 |
|